Broker Check

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
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We are a wealth management boutique operating in Honolulu for over 36 years.

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

Helpful Resources

Curated articles, videos, and more for a financially savvier you.

Retirement

Retirement

Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.

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Investment

Investment

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

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Insurance

Insurance

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

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Lifestyle

Lifestyle

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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Who We Are

Who We Are

A Wealth Management Boutique

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What We Do

What We Do

We put your needs first.

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How We Do It

How We Do It

Diversification, Risk Management and Discipline

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<p>Retiree Health Care Coverage Overseas</p>

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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<p>Saving on Subscription Service Costs</p>

Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.
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<p>Insurance Needs Assessment: For Empty Nesters and Retirees</p>

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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<p>How Financial Professionals Are Compensated</p>

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.
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