Laguna Wealth Services

Laguna Wealth Services Our commitment to your financial success is strengthened by the support of Raymond James.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Laguna Wealth Services is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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Important Disclosure Information: http://raymondjames.com/smicd.htm

When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between...
06/02/2026

When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between private foundations and donor advised funds:

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An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement plann...
06/01/2026

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement planning when paired with a 401(k). The average 65-year-old today may need more than $172,000 for healthcare expenses in retirement, yet many employees have not accounted for this in their savings strategy.
By using both an HSA and a 401(k), employees can strengthen their financial future.

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A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenu...
05/29/2026

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenure are important considerations when selecting a trustee to help carry out your long term financial intentions.

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Finding purpose later in life – through service, creativity or connection – can be transformative. Becoming a docent is ...
05/28/2026

Finding purpose later in life – through service, creativity or connection – can be transformative. Becoming a docent is one way to do just that while making a meaningful impact on your community.

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To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship ...
05/21/2026

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place. Learn how to protect yourself and your loved ones:

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Boomers seek stability, Millennials chase innovation. Two distinct styles reshaping markets and driving the cultural for...
05/18/2026

Boomers seek stability, Millennials chase innovation. Two distinct styles reshaping markets and driving the cultural forces behind tomorrow's financial landscape:

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The "One Big Beautiful Bill Act," passed last year, extended key tax provisions and brought greater clarity to the plann...
05/16/2026

The "One Big Beautiful Bill Act," passed last year, extended key tax provisions and brought greater clarity to the planning landscape. Learn how these changes may create expanded opportunities for estate and wealth transfer strategies:

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Style and sustainability can go hand in hand. Explore how fashion rental services provide a cost-conscious way to enjoy ...
05/14/2026

Style and sustainability can go hand in hand. Explore how fashion rental services provide a cost-conscious way to enjoy new styles while reducing waste:

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05/12/2026
Retirement marks the beginning of a new chapter, not just the end of a career. Explore practical ways to prepare for the...
05/08/2026

Retirement marks the beginning of a new chapter, not just the end of a career. Explore practical ways to prepare for the years ahead so you can retire with purpose and peace of mind:

raymondjames.com

Address

2051 Rodd Field Road , Ste 200
Corpus Christi, TX
78412

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+13612499360

Website

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