Michael W. Lagos, Cfp Email & Phone Number

Since our inception in 1995, Lagos Wealth Advisors has worked to help clients strive to build, protect, and perpetuate family wealth for multiple generations. With access to a wide range of solutions and products, we are able to marshal the industry's leading professionals in relevant areas for the benefit of our clients.Our team works closely with CPA and estate tax law firms to provide tax and financial solutions in wealth and tax management. Our areas of focus include income, capital gains, and estate tax reduction strategies as they apply to wealth accumulation and preservation. We also have strategies to assist with the sale of low basis assets, business succession, generational wealth transfer, estate planning, and income preservation.For business owners, we focus on managing the full lifecycle of a business wealth strategy, including liability protection, buy-sell agreements, key person insurance, benefits advising, and tax mitigation. We have a full suite of retirement and pension products that provide a mutual benefit to the business owner and their employees including a comprehensive retirement program (the Advantage 401k Program), defined benefit plans, 403(b) plans, and cash balance plans.We are dedicated to professional excellence and we serve our clients in a family office environment building lifelong relationships based upon education, trust, communication, and service. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC ("MAS"), member FINRA/SIPC. Advisory and insurance services offered through Lagos Financial & Insurance Services, Inc. (DBA Lagos Wealth Advisors), a registered investment advisor in the State of California. CA Insurance License #0B608. Lagos Wealth Advisors and MAS are not affiliated entities. This is not an offer to solicit securities or to provide investment advice. Please see Lagos Wealth Advisors. disclosure document Form ADV, as well as specific investment advisory agreements for more details. No language contained in this website should be construed as an offer to sell any security, which can only be made by prospectus (or offering document) and after client suitability has been reviewed and determined.

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  President And Ceo

  Lagos Wealth Advisors

  Jan 1990 - Present - Diamond Bar, Ca

  With over 25 years experience in the industry, Michael W. Lagos has been a driving force behind Lagos Wealth Advisors' success. As the leader and visionary of our firm; Mr. Lagos has developed a unique consultative approach to financial planning and investment management.Mr. Lagos graduated with a degree in Business Administration from California Polytechnic University, Pomona and earned his Certified Financial Planner® designation. Mr. Lagos is a Registered Principal offering securities through Triad Advisors, Member FINRA and SIPC. He is registered in the states of California and New York and is a specialist in Financial, Estate, and Asset Protection Planning.

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  California State Polytechnic University-Pomona