Our Approach

Organized

We’ll help you develop an organized system for managing your finances, finding ways to streamline your time and resources.

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Informed

We break down complicated financial jargon into language that is fully transparent, helping you to gain a deep understanding of your finances

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Empowered

With a sound understanding of your options, we help you develop a clear path forward that aligns with your goals.

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What’s Your Story?

What’s Your Story?

We want to know your story—where you’re starting, what you value and where you hope to go. Our open, nonjudgmental approach is focused on you.

We want to understand you. We strive to give you opportunities to share your concerns honestly, allowing us to provide suitable recommendations.

We welcome the opportunity to help guide you in aligning your vision with appropriate investment strategies.

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Prepared to Serve You

Prepared to Serve You

At Latona Wealth Partners, we care about the rich heritage of our community and the meaningful relationships we have developed. Our years of education and experience have prepared us to offer you guidance to help you feel confident and calm about your financial landscape.

Backed by a knowledgeable research team and robust tools, we complete a thorough analysis of your risk levels, needs and objectives and use this information in developing financial plans to suit you.

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<p>Do You Owe The AMT?</p>

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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<p>Breaking Down the Parts of Medicare</p>

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
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<p>When Does Your Personal Car Become a Commercial Vehicle?</p>

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?
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