Skip to Content

Request Intro Call & Preferred Time

Request Intro Call & Preferred Time

Request Intro Call & Preferred Time

Reserve a Consultation

Select a convenient time to discuss organizational priorities and receive an initial assessment.

A modern metallic desk lamp with an adjustable arm, turned on and illuminating a white surface against a plain wall background.

Schedule a Complimentary Introductory Conversation

Please use the Message section to briefly share your questions, goals, or what prompted you to reach out. If it seems we may be a good fit, we’ll follow up to schedule an introductory phone call.

Common Reasons to Reach Out

Retirement planning questions
Managed account inquiries
IRA / 401(k) rollovers and SEPs
Second opinions on current investment strategy
Income planning in retirement
Tax-aware financial planning coordination
Account consolidation questions
Pre-retirement financial planning

Contact Laguna Niguel Summit
Wealth Management

Disclosures
Laguna Niguel Summit Wealth Management LLC is a California-registered investment adviser. We may only transact business in those states in which we are registered or qualify for an exemption or exclusion from registration requirements. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services. Additional information about the firm, including a copy of Form ADV is available upon request or at the Investment Adviser Public Disclosure website, adviserinfo.sec.gov.

All investing involves risk, including the potential loss of principal. There is no guarantee that any investment strategy or retirement plan, including the use of institutional money managers will meet its objectives or be profitable. Past performance is not indicative of future results. Laguna Niguel Summit Wealth Management LLC does not provide tax or legal advice; please consult with a qualified CPA or attorney regarding your specific situation. ‍