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Text Content

(310) 378-9580

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 * About 
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 * Contact




NAVIGATING UNCERTAIN TIMES

Recent weeks have seen some extraordinary moves in the financial markets, as the
world reacts to the spread of COVID-19. Please know that we are closely
monitoring current news and economic reports, and we are committed to supporting
you through this season. Feel free to contact us any time, for any reason. We
are here to help.


WELCOME TO LACROIX WEALTH MANAGEMENT, LLC.


OUR PROCESS

We create strategies that are tailored to your needs and goals.

Learn more


OUR HISTORY

Years of experience have prepared us to guide you through your life transitions.

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OUR VALUES

Trust. Honesty. Integrity. We believe values matter, and we live by ours every
day.

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RETIREMENT PLANNING

We can help you plan for the future with our Retirement Planning services. Click
below to learn more.

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FINANCIAL PLANNING

Allow us to help you feel safe and secure with our Financial Planning services.
Click below to learn more.

Learn more


HAVE A QUESTION?

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Email
Address
Phone
Question

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CONTACT

Lacroix Wealth Management, LLC.

Office: (310) 378-9580

Mobile: 310-722-6998

Fax: (310) 347-4270

25500 Hawthorne Boulevard

Suite 1160

Torrance, CA 90505

CA Insurance License # 0G11552

david.lacroix@lacroixwm.com



QUICK LINKS

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Securities America Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory
services offered through Securities America Advisors. Lacroix Wealth Management,
LLC. is not affiliated with the Securities America companies.



This website is not an offer to buy or a solicitation to sell securities. 

Representative is licensed to offer insurance in the following states: AZ, CA,
HI, MN, NV, OR, and SC 

David Lacroix, CA insurance license#: 0G11552