Lugo

About me

As independent Wealth Advisors we have no ties to banks or wire house brokerages, and are able to provide holistic portfolio advice and not just the hot investment of the month. Our access to institutional specialists include teams of Portfolio Managers and Research Analysts that focus on specific areas of your assets. We have advised clients in complex retirement planning issues, retirement planning, trust services and provide corporate and institutional platforms for defined benefit plans, endowments and non profit organizations. Our institutional management also means lower fees and commissions when compared to your typical retail brokerage account.