Broker Check

About Us

We are a wealth management boutique.

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

Services
Independence
Trust

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

Diversification and risk management are the core of our Investment Philosophy*


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.