We pro-actively serve a select group of individuals, families, and small 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 needs and goals.

Laguna Wealth Advisors, LLC is a boutique Registered Investment Advisory firm, providing personalized financial planning and investment advisory services.  We have over 20 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.