Wealth Management That evolves along With your life

Over time, new milestones approach, goals shift and needs change. Since life doesn’t stand still, neither do we. At Laguna Wealth Services, you will find a proactive team of planning professionals ready to meet your needs, and anticipate them as your life unfolds, your career evolves and your family grows. Count on us for the flexible range of services necessary for the ever-changing needs in your life – right when you need them, right here in Corpus Christi.

Capabilities

An experienced team sharing expertise on your behalf

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Guidance

Whether you’re a professional or a retiree, we know your needs

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Riskalyze

Take a moment to take the free Riskalyze test

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News

Timely topics to keep you current on important financial matters

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Longevity Planning

Helping you establish and oversee a variety of plans

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Partners

Laguna Wealth Services is proud to announce

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You have a Dave Ramsey SmartVestor Pro here to help

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We help families and individuals pursue their financial independence through sound planning and prudent investing.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Laguna Wealth Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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