We are a wealth management team dedicated to serving people who are facing important life decisions. We offer comprehensive financial planning, investment management and retirement, tax, and estate consultations.
While every client is different, one common question stands out: “Will I be okay?” We aim to answer this essential question through careful analysis and thoughtful planning, considering each client’s unique circumstances and needs.
Our compassionate, approachable manner provides a comfortable atmosphere where clients can openly share concerns, needs and goals. We are well-suited to help women who have lost a partner to death or divorce. We have developed strategies for helping women find a clear path forward while navigating difficult, and often unexpected, life transitions.
We adhere to a fiduciary standard of care, meaning your interests come first. In adhering to this standard, we disclose any conflicts of interests and how we’re compensated for the services we provide.
We don’t receive commissions or incentives to recommend any particular investment strategy and we are transparent about the rationale for our recommendations. We believe that trust is the foundation of a successful long-term relationship. We earn this trust by acting in your best interests every day.
Latona Wealth Partners is supported by a network of leading financial services companies.
We rely on LPL Financial to provide objective research, communication technology, regulatory compliance, and practice consulting. Serving more than 16,000 independent advisors across the country, LPL Financial has been recognized for its leadership in Corporate Social Responsibility/Diversity and Technology.1 Learn more about LPL Financial.
We also receive advisory services support through Financial Advocates Investment Management, a Registered Investment Advisor headquartered in Olympia, WA. Learn more about Financial Advocates.
1 Source: 2019 WealthManagement.com Industry Awards