About Latitude Wealth Management

Since 2002, Daniel Adams, CERTIFIED FINANCIAL PLANNER™ has served clients in Southeastern Washington State by providing goal-focused, planning-driven financial solutions with a focus on helping clients pursue their most important financial objectives. After an acquisition in 2012, Latitude Wealth Management, LLC was formed and with his team, Daniel Adams continues to serve a diverse client base, in the Pacific Northwest, across the US spanning .

 


Core Values

Our relationship is key to the potential success of any financial plan we develop together. You should experience a high level of confidence, trust and clarity in relationships with professionals trained in the distinct process and discipline of financial planning. It is essential that you obtain a commitment of professional care, quality and excellence in the services you receive.

At Latitude Wealth Management, we subscribe to the Financial Planning Association Standard of Care, pledging to:

  • Put the client’s best interests first.
  • Act with due care and in utmost good faith.
  • Not mislead clients.
  • Provide full and fair disclosure of all material facts.
  • Disclose and fairly manage all material conflicts of interest.

In addition, we will:

  • Conduct ourselves with absolute integrity and adhere to the highest ethical standards.
  • Listen to your questions and concerns and respond appropriately.
  • Treat your personal information with complete confidentiality.
  • Provide courteous, prompt, and professional service.
  • Commit to being open and honest with you about risks, errors, and outcomes.