Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Lagos Wealth Advisors

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Lagos Wealth Advisors

Overview:

At LAGOS WEALTH ADVISORS, we focus on helping you build, protect and perpetuate family wealth for multiple generations by identifying the necessary resources needed to develop comprehensive solutions to even the most complicated planning objectives. We specialize in serving as a resource for CPA and Law firms, assisting in identifying and implementing solutions to their clients’ most challenging tax and wealth management problems.

As an independent advisory organization, we are free from the conflicts of interest and proprietary pressure imposed on many other advisors who are often limited to the resources of a single organization. LAGOS WEALTH ADVISORS is proud to be partnered with many of the most respected institutions and industry experts in the country. Our structure allows us the unique ability to marshal the best resources on behalf of our clients and their advisors.

LAGOS WEALTH ADVISORS' specialized services provide the foundation for successfully representing the owners of closely held businesses, the affluent family and individuals in or nearing retirement. Working closely with our clients and their other advisors, we provide our services in a "family office" environment and focus on identifying our clients planning objectives in the areas of wealth accumulation, wealth preservation and wealth transfer planning.

We serve individual client relationships as well as provide comprehensive wealth management resources to CPA, Law and other Advisory firms. LAGOS WEALTH ADVISORS was established by Michael W. Lagos, CFP® in June 1995 as an independent boutique wealth management organization.

LAGOS WEALTH ADVISORS' corporate offices are located in Diamond Bar, California and serve clients across the country.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.