Our Process

Approach to Wealth Management

process graphic LWA

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.  Our process includes:

  • Understanding Your Goals – Every relationship with Laguna Wealth Advisors begins with a discussion of your Goals and Needs and the financial resources needed to accomplish them.  We begin by listening, to understand you and your financial goals.
  • Gathering Your Current Financial Information – Together, we gather your relevant personal and financial data.
  • Analyzing and Evaluating – This data is then analyzed, keeping in mind your goals and needs, and various solutions are evaluated until an appropriate strategy is formulated to match your objectives with sound strategies
  • Recommending Strategies – This overall strategy is presented to you and is the basis for your overall Investment Policy Statement.
  • Implementing Thoughtful and Creative Solutions – We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
  • Providing Timely, Ongoing Service – We regularly review your situation to help ensure your financial objectives are being met.

Click here to learn more about our “Onboarding Process” and “Portfolio Construction.”