Lagunitas Asset Management

CONNECT

Address:

1024 Iron Point Road, Suite 100
Folsom, CA 95630

Phone:

916.357.6656

What We Offer

Our experience in working with individuals and small businesses over the past seventeen years has shown that no two clients are the same, and that their needs are vast. We do not confine ourselves to a single box that merely has us managing your investments, but rather by combining our unique experiences and partnerships we hope to deliver you something that is completely different.  We ask our clients to come to us for everything that is important to their lives, and thus we offer an expansive list of consulting services that are here to meet any financial need.

Instead of us talking about charts or graphs and being your "Grandma's Wall Street Guy", when you come in to talk, we are here to listen to you to find out what really, truly matters. As you can see from the list below, being able to accomplish what's important to YOU can involve quite a few moving parts.

These are just some things that we think we're pretty good at :

Portfolio Management

Institutional Asset Management

Tax Management & Planning

Retirement Planning

Estate Planning

Stocks & Bonds

Mutual Funds & ETF's

Tax-free Investing

Cash Management

Education & College Planning

 

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