Latham Wealth Management

At Latham Wealth Management, we are dedicated to helping our clients achieve financial health and security for generations to come. Our mission is to empower individuals and families with the knowledge and tools needed to make informed financial decisions, and to create a brighter financial future.

Our Story

We understand that financial planning can be overwhelming, which is why we take a comprehensive approach to help our clients navigate the complex world of finance. Our team of experienced financial planners and investment experts work closely with each client to understand their unique goals, values, and objectives. We then develop personalized financial plans that address every aspect of their financial situation, from retirement planning and estate management to tax optimization and charitable giving.

Our Services

We offer a wide range of financial planning and investment services, including:

• Comprehensive financial planning, tailored to each client's specific needs and goals
• Investment management, focused on risk management, fee minimization, and tax efficiency
• Retirement planning, designed to help clients achieve their dream retirement
• Estate planning, ensuring that clients' assets are protected and distributed according to their wishes
• Tax planning, aimed at minimizing tax liabilities and maximizing savings
• Charitable giving, helping clients make a positive impact on the world
• Asset protection, ensuring that clients' assets are protected from unexpected events

Our Values

At Latham Wealth Management, we put people before profits. We are committed to doing what is best for our clients, even if it means taking a less profitable route. We believe in the importance of honesty, integrity, and transparency in everything we do. Our goal is to create sound financial futures for our clients that can continue to have an impact long after their passing.