Services Offered

HOLISTIC WEALTH PLANNING

Our firm takes the time to understand your needs, help you plan for future, navigate life’s transitions, in an effort to ensure that your legacy lives on for those that matter most.  

Our firm has experience in:

  • Investment Management
  • Trust Services**
  • Small Business Retirement Plans
  • Retirement Planning
  • Education Funding
  • Life and Long Term Care Insurance
  • Annuities

INVESTMENT SOLUTIONS

Once we have a full understanding of your goals, we develop a strategic and transparent investment plan for you. Our experience and background allows us to deliver a comprehensive solution to our clients.

  • Our focus is on:
  • Tax Efficient Strategies
  • Nonproprietary Investment Vehicles
  • Risk Management Tools
  • Diversification Strategies
  • Low Cost Solutions
  • Income Solutions

CREDIT ADVISORY

At Laguna Pointe Wealth Advisors we focus on the liability side of your balance sheet to help ensure that credit is structured appropriately. We work with dedicated credit partners to assist in providing appropriate solutions.

Securities Backed Lending Solutions

  • On Demand Credit Lines
  • Fixed Interest Rates
  • Variable Interest Rates


An SBLOC cannot be used for the purchase of additional securities or to pay off a margin loan that was used to purchase securities. Securities-based lending has special risks and may not be suitable for everyone.