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:
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.
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
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.