Laguna Wealth Advisors, LLC is a boutique Registered Investment Advisory firm, providing personalized financial planning and investment advisory services. We have over 30 years of experience in the financial services industry, and a reputation for uncompromising integrity, financial vision, conservative style, careful stewardship, and most importantly, an unwavering commitment to our clients' financial well-being. We have earned the trust and respect of our clients as well as other allied professionals within the community.
We partner with our clients, helping them deal with the increasing global economic uncertainties, market turmoil, and government intervention, as we navigate through the wealth creation, growth, and preservation stages of their lives.
We always make ourselves available to speak with our clients and with friends and family that they may introduce to us. As a fiduciary, the interests of our clients always come first. We are steadfastly dedicated to our clients' success and truly understand our role in our clients' lives, and are committed to assisting each of them in achieving their life's goals.
About Us
We pro-actively serve a select group of individuals, families, and business owners, no matter what their stage – wealth creation, growth, or preservation – with solutions to the complex puzzle of financial planning and investment management by offering a personalized written plan, a systematic approach to active management, and regular communication in order to deliver a higher level of comfort and predictability in the achievement of their long-term financial needs and goals. Read more…
Services
Our aim is to assist you in achieving your financial goals and objectives. The cornerstone of this ideal is to develop a clear understanding of your financial circumstances so that an investment plan can be devised that will best meet your life needs. We take a very personalized approach to our comprehensive financial planning and investment advice services. Read more…
Our Process
Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Read more…
Why LWA?
Your life, your goals, your vision matters to us.
We are present, focused on you with a very personalized level of attention to detail and responsiveness to your needs.
We help clients solve the complex puzzle of financial planning and investment management.
Whatever your stage - wealth creation, growth, or preservation - Laguna Wealth Advisors partners with you providing guidance and expertise to match your personal needs and goals to the right investment products and services, helping secure the future you desire.