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lagunawealth.com

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Investment Principles and Portfolio Construction. Personalized Financial Planning and Investment Advisory Services. Our aim is to assist you in achieving your financial goals and objectives. The cornerstone of this ideal is to develop a clear understanding of your financial circumstances so that an investment plan can be devised that will best meet your life needs. We take a very personalized approach to our financial planning. Our approach integrates your objectives into a personalized plan.

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CONTACTS AT LAGUNAWEALTH.COM

Laguna Wealth Advisors, LLC

John LaBriola

120 Van●●●●●●●ite 300

Alis●●●●iejo , California, 92656

United States

1.94●●●●4466
1.94●●●●1284
in●●@LagunaWealth.com

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Laguna Wealth Advisors, LLC

John LaBriola

120 Van●●●●●●●ite 300

Alis●●●●iejo , California, 92656

United States

1.94●●●●4466
1.94●●●●1284
in●●@LagunaWealth.com

View this contact

Laguna Wealth Advisors, LLC

John LaBriola

120 Van●●●●●●●ite 300

Alis●●●●iejo , California, 92656

United States

1.94●●●●4466
1.94●●●●1284
in●●@LagunaWealth.com

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Investment Principles and Portfolio Construction. Personalized Financial Planning and Investment Advisory Services. Our aim is to assist you in achieving your financial goals and objectives. The cornerstone of this ideal is to develop a clear understanding of your financial circumstances so that an investment plan can be devised that will best meet your life needs. We take a very personalized approach to our financial planning. Our approach integrates your objectives into a personalized plan.
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| LWA | lagunawealth.com Reviews

https://lagunawealth.com

Investment Principles and Portfolio Construction. Personalized Financial Planning and Investment Advisory Services. Our aim is to assist you in achieving your financial goals and objectives. The cornerstone of this ideal is to develop a clear understanding of your financial circumstances so that an investment plan can be devised that will best meet your life needs. We take a very personalized approach to our financial planning. Our approach integrates your objectives into a personalized plan.

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lagunawealth.com lagunawealth.com
1

About Us | LWA

https://lagunawealth.com/about-us

Investment Principles and Portfolio Construction. About Us ». Laguna Wealth Advisors, LLC is a boutique Registered Investment Advisory firm, providing personalized financial planning. 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...

2

Why LWA? | LWA

https://lagunawealth.com/about-us/why-lwa

Investment Principles and Portfolio Construction. LWA ADV Part 2 Brochure. Laguna Wealth Advisors, LLC 120 Vantis, Suite 300. Aliso Viejo, CA 92656 Phone: 949-464-4466 info@lagunawealth.com.

3

Our Process | LWA

https://lagunawealth.com/our-process

Investment Principles and Portfolio Construction. Our Process ». 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:. Gathering Your Current Financial Information. Together, we gather your relevant personal and financial data. Providing Timely, Ongoing Service.

4

FAQ | LWA

https://lagunawealth.com/resources/faq

Investment Principles and Portfolio Construction. What does CFP mean? What does 'fiduciary capacity' mean? We hold ourselves out as operating in a fiduciary capacity. Everything we do must be in the client's best interest. We are placed in a position of trust. You trust us to do what is best for you, and that is truly what governs our firm. Every question that arises in our firm is answered by first asking ourselves the question, "What is best for the client? What does Fee-Based mean? We review all asset...

5

Investment Principles and Portfolio Construction | LWA

https://lagunawealth.com/our-process/investment-principles-and-portfolio-construction

Investment Principles and Portfolio Construction. Investment Principles and Portfolio Construction ». Investment Principles and Portfolio Construction. Laguna Wealth Advisors, LLC’s investment process is best described as a top-down asset allocator. Based upon a client’s risk tolerance and financial goals, an appropriate target asset allocation (the mix between stocks, bonds, alternative investments, and cash) is determined. The portfolio is then managed within these parameters. 120 Vantis, Suite 300.

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Investment Principles and Portfolio Construction. Personalized Financial Planning and Investment Advisory Services. Our aim is to assist you in achieving your financial goals and objectives. The cornerstone of this ideal is to develop a clear understanding of your financial circumstances so that an investment plan can be devised that will best meet your life needs. We take a very personalized approach to our financial planning. Our approach integrates your objectives into a personalized plan.

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