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At Lagunitas Asset Management, we build custom investment portfolios through intentional financial planning, which we base on the visions that each client has for their Family, Business, and Community.  By investing prudently, 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.  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 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.

 
 
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© 2020 by Lagunitas Financial Planning

Securities offered through Fortune Financial Services Inc., member FINRA/SIPC. Advisory Services offered through Lagunitas Asset Management.  Lagunitas Asset Management and Fortune Financial Services are unaffiliated entities.

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