Our Approach


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

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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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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.

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.

<p>Does Your Child Need to File an Income Tax Return?</p>

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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<p>Keeping Up with the Joneses</p>

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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<p>Bi-Weekly Payments</p>

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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