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.
Socially Responsible Investing (SRI)
The core values in our society are changing drastically, investing is no longer just about short term market returns
Environment metrics basically measures how well a company performs as a steward of the environment.
Social refers to how a company manages relationships with its employees, suppliers, customers, and the communities where it operates.
Governance encompasses the quality of a company’s management and its board’s leadership.
We are a wealth management boutique operating in Honolulu for over 36 years.
Curated articles, videos, and more for a financially savvier you.
Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.
Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.
A Wealth Management Boutique
We put your needs first.
Diversification, Risk Management and Discipline
Retiree Health Care Coverage Overseas
Saving on Subscription Service Costs
Insurance Needs Assessment: For Empty Nesters and Retirees
How Financial Professionals Are Compensated