Broker Check


Investments. Estate. Insurance. Simplified

You're bombarded daily with too much information.

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

These are the Three Basic Steps Towards Building Long-Term Wealth.  Tell us which is your biggest concern and we'll start there... 

Investment & Tax Management

Aim to reduce complexity, risk, fees, and taxes

We'll show you how...

Start here

Estate Planning

Legal documents that protect what matters most

  • Your family
  • Yourself
  • Your finances
Learn more

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.


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


Social Security 360® Analyzer

Get your personalized Social Security Income report, powered by Social Security Timing®, to help guide you through the filing decisions.

Use it to:

  • Identify the highest paying filing strategies
  • Generate custom reports that will give you facts and guidance
  • Evaluate break-even and cash flow analyses
  • Compare your options and secure your future 
Income Analysis

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?

Name
Email
Phone
Question
Thank you! Oops!