Welcome to Latitude Wealth Management

As a wealth management boutique, our primary responsibility has always been to assist our clients in navigating safely through the different phases of their financial journey.

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Socially Responsible Investing (SRI)

The core values in our society are changing drastically, investing is no longer just about short term market returns

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Environmental

Environment metrics basically measures how well a company performs as a steward of the environment.

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Social

Social refers to how a company manages relationships with its employees, suppliers, customers, and the communities where it operates.

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Governance

Governance encompasses the quality of a company’s management and its board’s leadership.

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WELCOME TO LATITUDE WEALTH MANAGEMENT

Latitude is a wealth management boutique, we assist our clients in navigating safely through the different phases of their financial journey.
We are a fully independently managed enterprise
Diversification, risk management and Socially Responsible Investing are the core of our Investment Philosophy
Operating in Honolulu for over 36 years!

Let's Get Started

Brittany on Maternity Leave

Our Client Relations Manager, Brittany, will be on maternity leave for the birth of her twin boys.
She will be on leave from July 19 - October 1.
She will return to working remotely October 4.
Please direct your questions to our Office Manager, Karen.
Karen can be reached via email: Karen@Latitude-Wealth.com
or phone: (808) 312-6752.

Text Us!

Our office now has the ability to send and receive texts!
You can text us at (808) 312-6750
We will NOT use texting for any form of marketing. Texting will be used to schedule meetings, confirm appointments, follow up on services, respond to clients, etc.
Please text ACCEPT to (808) 312-6750 to give consent to receive texts from our office.
Should you have any questions regarding our new texting services, please call us at (808) 942-7757.

Even though we can’t meet in person right now, we can still easily collaborate—and even open new accounts—through our AdviceWorks™ platform.

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Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.