Our mission is to help bring clarity in your financial life. We believe that by helping you gain clarity and confidence around your investment goals, you and your family will benefit from a sense of security that comes with knowing that you have a thoughtful, well-structured plan in place for the future.
At Lapaz Wealth Management Group, we simplify the intricate aspects of managing wealth, so you can better understand your complete financial picture and have total confidence in your future. We offer a personalized, high-touch approach designed to develop and nurture personal relationships that can be key to anticipating your financial needs and realizing your financial goals.
We work side-by-side with you to help navigate the complexities of wealth by providing strategic wealth planning, executive benefit strategies, insurance planning, education planning, and access to a wide range of Wells Fargo affiliate products and services. Using our sophisticated planning software, we lay out the best ideas and strategies, design custom solutions, and build a comprehensive plan to help you reach your goals for the future.
Service, experience, and integrity are the core principles driving our service model. In working with us, you will have a partner that prioritizes your needs first. Our client-first approach means you are at the center of everything we do. If you have a financial question or concern, we are here for you….to help answer your questions, solve issues, and adjust your plan so it keeps pace with your changing life. We want you to enjoy life, worry less, and find financial peace and investment confidence.
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.