Lawrence Goldstein is a CPA, Air Force veteran, and the owner of More2 Wealth LLC. He brings nearly two decades of experience in public accounting, having started his career in 2007 and later expanding into investment advisory work in 2023. Lawrence holds a Master’s Degree in Accounting and Information Management from the University of Texas at Dallas, and his deep tax background shapes the way he approaches every aspect of financial planning.
Lawrence believes great financial advice starts with truly understanding the person sitting across the table. His planning style is rooted in active, empathetic listening; skills he credits to years of marriage to his wife, Robyn, who taught him the value of patience, clarity, and genuine connection. Clients often tell him they feel like he really cares about their lives and goals, and that responsiveness and sincerity set him apart.
With a teacher’s heart, Lawrence enjoys giving clients a behind‑the‑scenes look at how their customized investment plans are built. He wants people to feel informed, empowered, and actively involved in shaping their financial future. His strong tax expertise allows him to see the full picture; from portfolio construction to their tax implications, wealth transfer strategies, estate considerations, and other holistic elements of long‑term planning.
Lawrence works with a wide range of clients, including small business owners and their employees, middle‑class families, and high‑net‑worth individuals seeking thoughtful, comprehensive guidance. No matter who he’s serving, his goal is the same: to provide clear, caring, and practical advice that helps people move confidently toward the future they want.