314 W Galer Street
Making Financial Decisions with Confidence
Move forward confidently, equipped with financial education and trusted guidance along the way.
Transparent. Approachable. Original.
Always seeking a better way to serve, we are here for you.
Empowered through preparation
Discover the power of aligning your financial decisions with your goals.
We’ll help you develop an organized system for managing your finances, finding ways to streamline your time and resources.
We break down complicated financial jargon into language that is fully transparent, helping you to gain a deep understanding of your finances
With a sound understanding of your options, we help you develop a clear path forward that aligns with your goals.
If you're ready to start a conversation, click the button below to schedule an appointment.
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.
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.