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Latitude Wealth Management - Kennewick, WA

About Latitude

“Latitude” is one fundamental element of navigation, the process of getting from where you are now to where you want to be. With any journey, solid navigation is critical to mission success, whether that mission is landing your aircraft on a ship or funding your retirement lifestyle for the next 40 years. You know where you want to go. We’ll help you get there. Latitude Wealth Management.

Our Firm

Latitude Wealth Management LLC was formed in 2014 through the acquisition in 2012 of Hamilton Fisher Wealth Management by Daniel Adams, CFP®...

Our Team

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where our team comes in...

Our Mission

At Latitude Wealth Management, we are passionate about providing our select clientele with goal-focused, planning-driven financial solutions...

 

Latitude Wealth Management LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Advisory services and securities offered through Cetera Advisors LLC, member FINRA, SIPC

Latitude Wealth Management LLC is independent of Cetera Advisors LLC.

Investment Advisor Representatives of Cetera Advisors LLC are registered to sell securities and provide investment advisory services in the following states: AK, AR, AZ, CA, CO, FL, ID, IL, IN, KY, MT, NH, NV, NY, OR, SD, TN, VA, WA, WY.

Insurance licensed in the following states: CA, FL , MA, OR, WA.

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