Approach to Wealth Management
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.”