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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.

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Carson Partners

Carson 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.

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Our Locations

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

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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 – August 12, 2019

Like some employees, the stock market had a great week, if you don’t count Monday. After falling nearly 3% on Monday, the market steadied as the back-and-forth between China and the U.S. calmed. Read more

529 college savings plan strategy
Monthly Newsletter
3 Money-Smart Strategies for 529 College Savings Plans

Between squeaky new shoes, fresh pencils, packs of index cards, trendy new backpacks and other learning supplies, back-to-school shopping in the U.S. is expected to exceed $27 billion this year – about $510 per household. That’s a lot of Trapper Keepers. Read more

529 College Savings Plan, financial advisor, Carson Wealth, Omaha, Nebraska
Blog
How a 529 College Savings Plan Can Help ...

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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Video
How to Start Building Your Retirement Plan

How do you want to spend your years in retirement? Building a plan to help ensure you’re on track is important and we want to make it easy to get started.

Watch this video to help ensure you’re on track toward retirement.

Read more

forbes
News
Busting Three Half-Truths About Reverse Mortgages

A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.

Read more

Blog post
  • Should you invest in a Roth or Traditional IRA?

    By Beth Schanou, JD

    Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat. There are options which are satisfying in the short-term but may necessitate a more vigorous workout later to compensate. Read more

Weekly Market Commentary
  • Weekly Market Commentary – August 5, 2019

    Major news buffeted the market last week. The Federal Reserve cut rates as expected, but the press conference and vote margin suggested the cut does not signal more to come, which disappointed investors. Additional tariffs on Chinese goods were announced by President Trump, and the U.S. employment market remained strong. Read more