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  • 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!
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We're In This Together!

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:
or phone: (808) 312-6752.

Our History

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.

Click for more information!

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.

Our clients decide where they want to go, and we provide a navigation plan to help get them safely to their destination.

Helpful Resources

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.

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Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.

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Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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How We Do It

Diversification, Risk Management and Discipline

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Who We Are

Useful Tools

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What We Do

Upcoming Events

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<p>Choosing a Retirement Plan that Fits Your Business</p>

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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<p>The Long Run: Women and Retirement</p>

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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<p>The Best Apps in Travel</p>

The Best Apps in Travel

Technology tips to make your next trip even better.
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<p>What Is the Dividend Yield?</p>

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Thank you!