# Financial Strategies for Today and Tomorrow

Financial Strategies for Today and Tomorrow is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/robert-b-lawrence-jr-10bbb592

## Regulatory record

- **CRD number:** 145117
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145117

## About

Wealth MGMT Group is a state-registered investment adviser in Santa Ana, CA. The firm has 2 employees and 1 investment adviser. It operates from a single location.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## Questions

### Who runs investment decisions at Financial Strategies for Today and Tomorrow?

Publicly available sources do not name a specific CIO, CEO, or managing principal. The Baranoff family is associated with the firm, but individual names and titles are not disclosed.

### How does Financial Strategies for Today and Tomorrow source proprietary deal flow?

The firm is known to participate in club deals and co-investments alongside other family offices and specialist GPs. The exact sourcing network is not described in public materials.

### Which sectors does Financial Strategies for Today and Tomorrow explicitly avoid?

The firm's known asset-class focus excludes public equities, growth equity, venture capital, and hedge funds based on its stated orientation toward illiquid, inflation-protected income. No formal avoidance statement has been made.

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Last updated: 2026-07-06T01:24:16.598Z

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