Effective Game Plan


Advice in Common Language


Straightforward Fees

Download one of our free resources.

FORBES TOP-RANKED TEAM

People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Latitude Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Latitude Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.

1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*

Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

We benefit our clients and add portfolio value by focusing only on factors within our control, like managing expenses and portfolio turnover.  Learn More

Risk Management

LWM helps keep you fully aware of your assets, liabilities, and risks so you can plan for the future, and quickly adjust to a changing environment. Learn more

Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Learn more

Wealth Planning

We help you plan for the lifestyle you want to have through all the phases of your life and work with your other financial professionals to provide an integrated plan.  Learn more

Estate Planning

At LWM we use effective estate management to enable you to manage your affairs during your lifetime and control the distribution of your wealth after death. Learn more

Connect with an Advisor

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*

Personalized Wealth Management

At Latitude Wealth Management, we are committed to building a strong relationship with you- one to last your lifetime, generation to generation. We work with you to develop a customized financial plan to guide you toward achieving your goals.  Our exceptional service along with careful planning will allow you the freedom to focus on living your life, knowing we are there to help along the way.

Contact one of our wealth advisors to request a complimentary consultation.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

Read more

Carson Group

Carson Group partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

Read more

Our Locations

Latitude Wealth Management is headquartered in Kennewick, WA. Contact us today to speak with a wealth advisor.

Read more

Insights

Latitude Wealth Management’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary November 12, 2018

The S&P 500 rallied for the second consecutive week as markets have recovered nearly half of the losses since late September. S&P 500 soared 2.1% last week. Global stocks rallied as well, but lagged U.S. stocks. The MSCI ACWI climbed 0.9%. The Bloomberg BarCap Aggregate Bond Index rose 0.3%, partly on hopes a split Congress will result in lower deficits. Read more

Charitable giving, tax deductions, financial advising
Monthly Newsletter
Pass the Turkey! – Financial Tips for the ...

As the year begins its close, traditions start to appear. From the silverware for feasts, to the tacky lawn decorations the kids love, to the choice of holiday movies, traditions remind us of who we are. There’s a story behind almost every detail, whether it’s grandma’s antique table runner or your secret family recipe for cranberry sauce, and everything is intentional, or at least seems that way. Read more

Blog
Improving The Traditionally Allocated Portfolio

Published by Tyler Schlumpf

We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more

Video
Q4 2018 Quarterly Market Outlook

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

Read more

News
Wall Street managers have cost Americans more ...

Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more

Divorce Planning Infographic
Infographic
Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more

Blog post
  • 4 Simple Steps to Creating an Estate Plan

    Published by Beth Schanou, JD

    Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more

Weekly Market Commentary
  • Weekly Market Commentary November 5, 2018

    After a rough October, the S&P 500 went into rally mode last week. Positive rumors on trade and a general recognition that the investing environment remains positive boosted stocks. The S&P 500 soared 2.4%. Global stocks rose, too, pushing the MSCI ACWI 3.1% higher. The good news in stocks, along with healthy job growth, pushed the Bloomberg BarCap Aggregate Bond Index 0.7% lower.

    Read more