Since our inception in 1995, lagos wealth advisors has worked closely with CPA and Estate Tax Law firms as a primary resource providing the tax and financial solutions in wealth management and the mitigation of taxes.
Our area of focus include income, capital gains and estate tax reduction strategies as they apply to wealth accumulation and preservation, as well as the sale of low basis assets, business succession and generational wealth transfer.As an independent wealth management firm, we focus on building, protecting and perpetuating family's wealth for multiple generations.
Our area of focus include income, capital gains and estate tax reduction strategies as they apply to wealth accumulation and preservation, as well as the sale of low basis assets, business succession and generational wealth transfer.As an independent wealth management firm, we focus on building, protecting and perpetuating family's wealth for multiple generations.
Services
We built an open-architecture retirement program, designed especially for busy business professionals who want to outsource as much fiduciary work as possible. We serve as one of the plan's named co-fiduciaries. In this role, we manage and supervise each of the service providers and provide you with unbiased advice as to their performance.
Retirement planning can often seem complicated and daunting. Really, though, most of the actions you need to take to work toward a confident retirement are very simple. Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it's their first time around or they might not fully understand and appreciate the benefits (or the downside of not participating).
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