hero-image

Lagunitas Asset Management

1024 Iron Point Road, Suite 100
Folsom, CA 95630
Phone:
  • 916.357.6656

Videos

We have interesting videos for you to watch on my site.

View Videos

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

At Lagunitas Asset Management, we build custom investment portfolios based on the unique vision that each client has for their Family, Business, and Community.  It is our goal to help them create generational wealth, one that stands the test of time, and provides a lasting Legacy.

As a fee-only Registered Investment Advisory firm, we do not charge commissions, and thus our compensation is based on the performance of our clients' investments.  As investments that we make on behalf of others mostly rise and sometimes fall over time, so does our fee-based compensation, which aligns our interests directly with those of our clientele. It is of the highest importance that only the most prudent investments are chosen for each of our clients, and it is our promise that their best interests are our top priority.  This is how we deliver The "White Glove" Treatment to all of our investment clientele.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck