Latitude Wealth Management Email Format
Financial ServicesWashington, United States2-10 Employees
Latitude Wealth Management is a financial services firm headquartered in Kennewick, Washington. Founded in 2014 through the acquisition of Hamilton Fisher Wealth Management, the firm provides goal-focused, planning-driven financial solutions to clients in Southeastern Washington State and beyond, emphasizing assistance in achieving their most important financial objectives. Operating as an investment advisory practice, Latitude Wealth Management partners with CWM, LLC, a registered investment advisor, to offer its services, while acknowledging that third-party content on its profile may not reflect CWM, LLC’s views. The company serves a small professional team and positions itself within the broader financial services industry by delivering personalized financial planning and advisory services to individuals seeking structured, objective guidance.