Broker Check

Latitude Wealth Management

    


Our Honolulu Branch

Located in the heart of Downtown Honolulu on Bishop Square. We are on the 28th floor of the American Savings Bank (ASB) Tower. Our parking entrance is on Alakea Street. From the ground floor of our parking structure the ASB Tower is to the left upon exiting the parking garage elevators (towards King Street).

Our Broker-Dealer: Cetera Advisor Networks

We are affiliated with Cetera Advisor Networks, one of the premier broker-dealers in the industry. As our broker-dealer, they are responsible for executing trades on your behalf. But their support for our relationship goes well beyond its function as trade executor. Our affiliation means that we are not held to a sales quota or tied to selling only proprietary products. We have the independence and freedom to recommend the financial solutions that best suit your needs, ensuring your objectives are what drive all decisions, while Cetera Advisor Networks’ network of people and resources help us pursue your unique goals and vision for the future. Read more About Cetera Advisor Networks.


We are a wealth management boutique. We offer investment advice to individuals and small businesses concerned about wealth creation, protection and legacy strategies.

Our Mission

Our Mission

Our primary responsibility is to assist you in navigating safely through the different phases of your financial journey. You decide where you want to go, we provide a navigation plan to get you there.

Business Model

Business Model

Latitude Wealth Management is a fully independently managed enterprise. We do not offer nor represent any proprietary products. That, in our view, insulates us from any conflict of interests while making recommendations to our clients  

Core Belief

Core Belief

Diversification, risk management and SRI – Socially Responsible Investing are the core of our Investment Philosophy*.

Fee Transparency

Fee Transparency

Latitude Wealth Management is committed to providing you with complete fee transparency. At our very first meeting we will ensure that you understand exactly how we get compensated. Many clients prefer to work with us on an “Advisory” basis as opposed to a commissionable or transactional basis. Under this arrangement, the cost is a fixed percentage of your assets under management. There is no long-term contract.

On occasion, and where appropriate, we may suggest solutions that compensate us on a “upfront” (commission) basis, insurance products for example. Certain investment vehicles have their own internal expenses that are not included in an Advisory fee. Mutual funds and Exchange Traded Funds (ETFs) are examples. We are mindful of costs and will recommend the most appropriate and cost efficient investments to help you accomplish your goals.

* All investing involves risk, including the possible loss of principal.  There is no assurance that any investment strategy will be successful. A diversified portfolio does not assure a profit or protect against loss in a declining market.