“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn't, pays it.”

― Albert Einstein

LAB Wealth Management LLC is a full-service, independent financial services practice located in the Oakland-San Francisco Bay area. While many clients are local, we serve clients throughout the country.

Our goal is to help individuals of different backgrounds, diverse family blends, and small business owners plan for their near- and long-term financial goals. A higher level of understanding is first, followed by a focused strategy tailored to each specific and immediate need.

Let’s plan together.

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1130 Wood Street | Oakland, California 94607
PO Box 70974 | Oakland, California 94612
Phone: 510-735-9854 | Fax: 510-373-2449 | Email: leon@labwealthmanagement.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and LAB Wealth Management, LLC are not affiliated.

This communication is strictly intended for individuals residing in the states of AR, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, MA, MD, MO, NC, NJ, NV, NY, OR, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of the websites provided herein, LAB Wealth Management, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

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LAB Wealth Management, LLC