Lagos Wealth Advisors

Specialties

Financial Planning, Life Insurance, Estate Planning, 401K plans, Asset Management Programs, Complex Life Insurance Design

History

Established in 1995.

At Lagos Wealth Advisors, we focus on helping you build, protect and perpetuate family wealth for multiple generations by identifying the necessary resources needed to develop comprehensive solutions to even the most complicated planning objectives. We specialize in serving as a resource for CPA and Law firms, assisting in identifying and implementing solutions to their clients’ most challenging tax and wealth management problems.

As an independent advisory organization, we are free from the conflicts of interest and proprietary pressure imposed on many other advisors who are often limited to the resources of a single organization. Lagos Wealth Advisors is proud to be partnered with many of the most respected institutions and industry experts in the country. Our structure allows us the unique ability to marshal the best resources on behalf of our clients and their advisors.

Meet the Business Owner

Michael L.

Business Owner

With over 20 years experience in the industry, Michael W. Lagos has been a driving force behind Lagos Wealth Advisors’ success. 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 of Triad Advisors, Inc. and a specialist in Financial, Estate, and Asset Protection Planning.

Mr. Lagos enjoys sharing his enthusiasm about the outdoors with his family, friends and clients. He has practiced martial arts since the age of 13 and still enjoys teaching his two children the discipline. As the leader and visionary of our firm; Mr. Lagos has developed a unique consultative approach to financial planning and investment management.