At Latona Wealth Partners, we value the rich history of Seattle and the neighborhood where we serve.
While we serve clients throughout Seattle, Southern California and other areas throughout the Western United States, we honor our neighborhood connections and the closeness we feel with our clients, no matter where they live.
Whether we connect via technology or face to face, we are privileged to serve long-time clients in developing financial plans designed to help them get on track for gaining financial independence.
John G. Roeller, CFP®, is the Founder and Principal of Latona Wealth Partners. Specializing in financial planning and investment management, John draws on his deep experience to guide clients onto a path to reach their individual goals.
Jackie is Latona Wealth Partners’ administrative assistant and go-to resource for getting things done. A friendly and talented problem-solver, Jackie helps our clients with financial forms, on-line account access, duplicate...