Advisor at Laguna Investment Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Laguna Investment Services
Location
Pembroke, MA
Credentials
CFP®, Series 63, Series 65
Industry experience
27 years
Laura Sweezey is a CFP® with 27 years of industry experience and has been the sole advisor at Laguna Investment Services since 2003. She previously worked at Linsco / Private Ledger during the same period. Laguna Investment Services provides portfolio management and advisory services to individuals, families, trusts, and small businesses, offering tailored advice for both taxable and retirement accounts. The firm employs technical, fundamental, and cyclical analysis to implement income, growth, and capital preservation strategies, with a notable focus on non-discretionary management and serving small-business clients.
Based on Laguna Investment Services
$0 - $1,500,000: 1.0% (.01) >$1,500,000 - $3,000,000: 0.85% (.0085) >$3,000,000+: 0.75% (.0075)
Fee-only: Fee-only advisory; no commissions charged.
Pembroke, MA
California · Massachusetts
Laguna Investment Services
2003 - Present (23 years)
Linsco / Private Ledger
2003 - Present (23 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
Series 63, Series 65
Bridgewater, MA
Boston Investment Trust Management, Inc.
CFP®, Series 65, Series 66
Pembroke, MA
Full Life Financial Planning
Series 65
Duxbury, MA
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CFP®, Series 65
Scituate, MA
Morrill Financial Services
Series 65
Milton, MA
The Financial Network Group
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