About Our Team

Lagos Wealth Advisors was founded in 1995 by Michael W. Lagos. We are a boutique wealth management firm dedicated to building lasting legacies for our clients. We offer comprehensive financial planning services tailored to the unique needs of individuals, families, and business owners. Our team of advisors collaborates with you, your CPA, and legal counsel to develop personalized strategies that encompass investment management, estate planning, retirement planning, business succession, and more. We believe in a proactive approach, integrating sophisticated solutions and exclusive resources to help you achieve financial clarity and secure your future for generations to come.

In addition to serving clients, we also serve other advisors in assisting them with their own clients. We also provide direct services to business owners, including the Advantage 401(k) Program, a comprehensive turn-key retirement plan program.