Lagos Wealth Advisors

Since 1995, Lagos Wealth Advisors has been dedicated to partnering with individuals, families, and business owners to build, protect, and perpetuate generational wealth. We are a boutique family wealth management firm, meaning we prioritize a personalized, client-centric approach to financial planning. We believe that understanding your unique goals, values, and aspirations is crucial to developing a comprehensive and effective financial strategy. Our team of experienced professionals works tirelessly to provide expert guidance and support, ensuring your financial future is secure and aligned with your vision.

Our Services

At Lagos Wealth Advisors, we offer a comprehensive suite of financial services designed to address the diverse needs of our clients.

• Wealth Management: We help you create and implement a tailored wealth management plan that encompasses investment management, asset allocation, retirement planning, and estate planning. Our investment philosophy is based on long-term growth, diversification, and a careful understanding of your risk tolerance.

• Tax Management: We work closely with your accounting and legal teams to develop tax-efficient strategies designed to minimize your tax liability while maximizing your wealth-building potential.

• Business Wealth Planning: For business owners, we provide comprehensive wealth planning services that consider the unique needs of your business, income streams, and succession planning.

• Retirement Plan Consulting: Our experienced retirement plan consultants work with businesses to design and manage effective retirement plans that meet the needs of their employees and promote retirement security.

• Insurance Services: We offer a range of insurance solutions including life, disability, and long-term care insurance to protect you and your loved ones from unforeseen circumstances.

Our Approach

Lagos Wealth Advisors is distinguished by our boutique family office approach. This means we don't just provide financial advice, we build lasting relationships with our clients based on trust, communication, and a commitment to understanding their goals. We believe in collaborating with your entire team, including your accountants, attorneys, and other advisors, to ensure your financial plan is integrated and comprehensive. We strive to empower our clients with knowledge and understanding, enabling them to make informed decisions about their financial future.