Broker Check

Investment & Tax Management



Slow and Steady

You don't have to be fancy or take chances in order to win. 

The basics will do.

Our Investment Philosophy


We cannot predict the future, or the movements of the markets.  Nobody can. 

So our investment philosophy begins by controlling what you can:  Risk, Fees, Taxes



Eliminate excessive risk

Using Riskalyze Technology you can now pinpoint the answers to the most important questions:

  • How high(or low) is my personal Risk Tolerance Number?  
  • How much risk is my portfolio actually exposed to right now? 
  • How much risk(what return) will I need in order to be financially secure?
My Risk Numbers





Eliminate excessive fees

With investing, what you don't pay out in fees, you get to keep.  




Eliminate excessive taxes

There are numerous ways to reduce or in some cases even eliminate taxes on investments.  What you don't pay out, you get to keep applies here too. 

Tax Tips



5 Investments

In its simplest form there are only 5 basic investments(and many variations of them). 

Latham Wealth Managment and LPL Financial are separate entities from those listed above. 


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