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, reliable navigation is critical to mission success, whether that mission involves guiding your aircraft to a safe landing, finding a protected harbor for your sailboat in a storm, 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 was formed in 2014 through the acquisition in 2012 of Hamilton Fisher Wealth Management by Daniel Adams, CFP®. Since 2002, we have helped our clients work toward their goals through holistic financial planning, disciplined investment strategies and proactive personal service.
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.