Laguna Pointe Wealth Advisors LLC is a registered investment adviser (RIA) headquartered in Irvine, California. The firm operates as a fiduciary, committed to a client-centric approach for high-net-worth individuals, families, and institutions. Their services encompass a holistic wealth management strategy, including personalized financial planning, investment management, retirement planning, estate planning, and risk management. Founded on the principles of integrity and transparency, the firm focuses on building long-term relationships to help clients achieve their financial goals.

Founded in

United States