Broker Check

Latitude Wealth Management - Kennewick, WA

Our Commitment

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.
 

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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