The Lorenz Wealth Management Group
Merrill Lynch Wealth Management
1040 Stony Hill Rd
Floor 12
Yardley PA 19067
(267) 757.1449
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Your life is about more than investments- it’s about your family, business, and legacy across generations. We work with a limited number of individuals and families, offering highly personalized, boutique-like services and goals-based wealth management strategies for your financial life.
The Lorenz Wealth Management Group
Welcome

We pride ourselves on building lasting relationships and earning the trust of our clients. As a multigenerational team of CERTIFIED FINANCIAL PLANNER® professionals, we are committed to the highest standards of fiduciary care. Our mission is to simplify the complexities of wealth management with personalized, thoughtful guidance, helping families achieve their financial goals and secure their future for generations to come.

Videos
Financial Planning with Merrill Personal Wealth Analysis® (PWA)
Recognition
Fred Lorenz
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
David Brady Award, 2023
The Lorenz Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Focus On – Individuals, Families, and Small Businesses

We believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

Investing involves risk. There is always the potential of losing money when you invest in securities.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Meet Our Team
Fred Lorenz,

CFP®, CPFA®, CRPC™

Senior Vice President, Wealth Management Advisor
267.757.1449
Drew Lorenz,

CFP®

First Vice President, Wealth Management Advisor
267.757.1438
Karlie Lorenz,

CFP®, CPFA®

First Vice President, Wealth Management Advisor
267.757.4761
Andrea  Leahy
Andrea Leahy
Assistant Vice President, Wealth Management Associate
267.757.8954
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Karen Gower Hofrichter
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #589277
Michael K Costo
Retirement Specialist
Bank of America, N.A.
Christopher Caradec
Wealth Strategist
Merrill
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About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.