• MONEY DOESN’T HAVE TO BE COMPLICATED.

    Are you confused by most financial advice? If so, you’re not alone.

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Advice in Common Language


Straightforward Fees

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You Deserve To Understand What’s Happening With Your 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.

1

QUESTION

What are you going to do with my money?

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

2

QUESTION

Can you handle the complexity of my situation?

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

3

QUESTION

How can you make my life easier?

As your trusted advisor, we’re focused on adding convenience and simplicity to your life. We will make sure you’re educated on your investments and how we manage your money – providing 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

We’ll help you find the freedom that comes from confidence in your financial future.

We’re here to help you make sense of your financial situation and respond confidently the next time that nagging question pops up again: “Will I be okay?” We’ll help you coordinate your team of professionals – from lawyers to accountants – to ensure they’re in sync and efficient. At Latitude Wealth Management, our passion is to bring confidence and clarity to this process, to give you ownership and control over your financial life.

Contact us today to see how our financial advisors can help you find the confidence you deserve.

Taking the First Step Toward Confidence

 

The first step is always the hardest, so we’ll make it easy. Let’s have a complimentary initial consultation to get to know each other, and see how we could work together to move you closer to your goals.

It all starts with a conversation. Let’s talk.

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.

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

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