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
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.
Understanding Extended Care
Required Reading: The Economic Report of the President
