Tailored strategies to help you achieve short-term and long-term financial goals, including retirement and education funding.
Professional management of investment portfolios with a focus on safe, growth-oriented mutual funds and other assets.
Comprehensive services covering asset allocation, risk management, and financial oversight for individuals and families.
Assistance with power of attorney situations and managing finances for others with care and precision.
Expert guidance on retirement accounts, savings strategies, and income planning for a secure future.
One-on-one consultations to review current finances, provide education, and develop actionable plans.
Your trusted partner for personalized financial planning and investment management in Corpus Christi.
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Laguna Wealth Services is a premier financial consulting firm dedicated to helping individuals and families achieve their financial goals. With a focus on personalized strategies, we provide comprehensive wealth management, investment planning, and financial advice tailored to your unique situation. Our team of experienced professionals, including Brian Smith and John Holloway, offers genuine care and expertise, ensuring your financial stability and future growth. Located in Corpus Christi, TX, we build lasting relationships based on trust and exceptional service.
I have recommended Luguna to several friends with no hesitation. I mostly interact with Brian Smith and he has been very pleasant to work with. I had a complicated situation with being POA of another person’s finances and Brian got everything set up with very safe investments that work well. I was extremely nervous about dealing with another person’s financial stability and even more nervous about turning the reins over to someone else. I couldn’t be more pleased. I also moved my investments over to Laguna and after a little over a year I am very pleased with the outcome. Brian is a phone call away and he answers questions with a genuineness about him.
I've worked with John Holloway for a few years now. He looks at the whole picture, not just a set of numbers. He truly cares about his customers and their well being. He strives to tailor our financial plan to fit our lifestyle while still planning for the future. I would recommend Laguna to anyone!
I met with John Holloway to discuss my family’s financial plan and current accounts/allocations with the intent to continue our journey on the Dave Ramsey plan. He was extremely professional and was able to steer me down a more focused track and taught me a few new things about the world of mutual funds and investing. You can tell all the folks at Laguna are top notch!
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