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
Investing For Impact
ESG Investing stands for environmental, social, and governance investing. The model assesses investments based on specific criteria, such as ethical business practices, environmental conservation, and local community impact.
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.
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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Our office now has the ability to send and receive texts! You can text us at (808) 312-6750We 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.
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.
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.
Diversification, Risk Management and Discipline