About Us

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.

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.

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.

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