Broker Check

(562) 346-3390

<br />Investments. Estate. Insurance. <strong>Simplified</strong>


Investments. Estate. Insurance. Simplified

You Matter to Us
While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.  
We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at (562) 346-3390 any time.
We are always here for you.

You're bombarded daily with too much information.

We simplify it - make it more clear - and help you finally understand it.

Total Wealth Management in Three Easy Phases...  

Investment &#38; Tax&#160;Management

Investment & Tax Management

Aim to reduce complexity, risk, fees, and taxes

We'll show you how...

Start here
Estate Planning

Estate Planning

Legal documents that protect what matters most

  • Your family
  • Yourself
  • Your finances
Learn more
Insurance Management

Insurance Management

Protect against the unexpected

  • What kind of insurance policy should you choose?
  • How much coverage do you need?
  • Are you paying too much?
Protect

7X -- Clients with a formal financial plan are seven times happier than those without one.

(Source: Cerulli Associates: The Next Generation of Planning: Fidelity 2016 eAdvisor Study)

Latham Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

<br />Want to see 7X Financial Maps in action?


Want to see 7X Financial Maps in action?

One of the most powerful financial tools you can have.  Visualize, in real time, the impact of every decision you make. 

Using Interactive Planning technology, we won't tell you how your decisions will affect your financial future, we'll be able to show you.      

Goal Planner - Decision Center - Advanced Planning   


Learn more
VISUALIZE THE POSSIBILITIES<sup></sup>

VISUALIZE THE POSSIBILITIES

See your full financial picture and make better
decisions about what matters.


Asset-Map is a tool that allows us to visualize your complete financial inventory
on one page and inform progress to financial goals.

With intuitive mind map-like diagramming, you can see and understand your finances like never before and as a result, make better decisions about your financial future.

Learn more
Riskalyze&#174; Technology

Riskalyze® Technology

It turns out 4 out of 5 people have more risk in their portfolios than they previously realized.  When the market turns down there will be big losses.

Riskalyze Technology will: 

  • Pinpoint the level of risk you are comfortable with;  your personal Risk Tolerance Number
  • Show you the actual risk level in your current investments
  • Align your portfolio to match
  • Stress test investments against past market crises
Risk Analysis


Have a Question?

Thank you! Oops!