Our Approach

Organized

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

Learn more

Informed

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

Learn more

Empowered

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

Learn more

If you're ready to start a conversation,
click the button below to schedule an appointment.

Schedule an Appointment
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.

18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Learn More
Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn More
Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
Learn More

Have a Question?

Thank you!
Oops!