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 specialists in all 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 specialize in 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.