Advisor photo for Patrick Lawler

Patrick Lawler


Financial Advisor
Franchise Owner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
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  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

My commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

I provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.

Ready to learn more about how I can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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Do You Need an Insurance Review?

As your financial advisor, my priority is to ensure that you have the right levels of protection in place. I focus on understanding your unique situation to determine the most suitable life insurance and disability coverage for you. This involves a meticulous evaluation of factors like your financial obligations, family structure, and long-term goals. By conducting a thorough insurance review, we can identify any gaps in your current plan and tailor a strategy that effectively safeguards against unforeseen events such as loss of income or a loved one. Together, we will work towards building a shield around your financial future, with the aim of providing security and confidence in the face of life’s uncertainties.