A complete list of active advisors currently associated with Laguna Investment Services

Warmer can help you find a great advisor at Laguna Investment Services or one who fits your needs even better.

Laguna Investment Services provides portfolio management and investment advice to individuals, families, trusts, and small businesses, covering both taxable accounts and individual retirement accounts. Services include asset allocation, trade execution, and retirement-focused planning that considers clients’ age, time horizon, and family circumstances. The firm uses technical, fundamental, and cyclical analysis and implements income, growth, and capital preservation strategies tailored to clients’ goals and risk tolerance. As of 03/25/2025 it reported roughly $1.91 million in non-discretionary assets versus about $374,300 in discretionary assets, indicating many clients retain approval over individual trades. Compared with many independent advisers, Laguna explicitly accepts small business or corporate clients in addition to individual and trust accounts, a client mix that is relatively uncommon. The firm custodizes client assets with Charles Schwab, aggregates trades when appropriate, and operates as a fee-only adviser that does not charge commissions.

To learn more about the advisors currently working at Laguna Investment Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Laura Sweezey	Pembroke, MA	27

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