Who We Are

We are a wealth management team dedicated to serving people who are facing major life decisions.

We offer comprehensive financial planning, investment management, and retirement, estate and tax planning services.

Our process is designed to help navigate difficult, and occasionally unexpected, life transitions, and a practice specialty is helping women who have lost a partner to death or divorce.

Over the years, we have cultivated and refined our approach to help our clients feel organized, informed and empowered to move forward with confidence.

Our Values

Our values reflect our deep commitment to you and your financial wellbeing.

Transparent

We want you to understand what we do, how we do it and how we’re compensated. We won’t surprise you with unexpected costs and fees; we disclose your costs upfront.

Approachable

We take our work seriously but we try not to take ourselves too seriously. We want you to feel comfortable asking any questions without feeling judged.

Original

We strive to continuously innovate, improving the services we offer and adapting to changes in the world around us. We are excited to find better ways to help you pursue your goals.

A Fiduciary Standard of Care

We adhere to a fiduciary standard of care, meaning your interests come first. 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.

Our Team

John G. Roeller, CFP^®

Principal

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 Savanh-Arslan

Administrative Assistant

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...

Imoni T.

Marketing Consultant

Imoni is the Marketing Consultant for Latona Wealth Partners through LPL Financial's Marketing Solutions. She earned a B.S. in Journalism and Mass Communications from North Carolina A&T State University and an M.A. in...

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