About Us

Pro-Vision Wealth Management was founded by Lawrence Palme in 2017 after building over two decades of experience with top firms Prudential Securities, UBS Wealth Management, and Morgan Stanley.


Pro_Vision_Logo.jpg
Lar.jpg

LARRY PALME

President & Portfolio Manager

Earning wealth and keeping it requires different strategies.  Athletes, entertainers and those who have built their wealth have had success in their prospective fields, but often error in believing that their success will translate into the area of wealth management.  Fortunes can be lost with the wrong advice or using unqualified advisors. The founder of Pro-Vision Wealth Management has an in-depth understanding of virtually all challenges, goals, and preferences a client will encounter.  He has seen many scenarios equipping him with an acute knowledge of financial opportunities and the potential risks.

Following the credit crisis of 2008-2009, Larry created his unique quantitative investment method known as R.A.T.I.O. (Risk Aversion Through Integral Objectivity.

Having lived in San Diego 25+ years, Larry enjoys traveling, cycling and is an avid sports fan.   You can always find him involved with a charitable endeavor. He prides himself for the creation of a Braille book library, volunteers monthly on Los Angeles' Skid Row with the "Hiccups' Pizza Project" and participates annually in the San Diego 9/11 Memorial Stair Climb.  He is also the founder of Networking for Good.



SCHEDULE A ONE-ON-ONE CONSULTATION

Learn more about our financial solutions for maintaining and expanding your wealth.