Searching for a financial advisor can be intimidating. Some financial advisors lean more into acting as primary money managers. Others may offer more traditional brokerage accounts. Still others might offer a one-time investment plan but not get into the day-to-day implementation.
There are many ways to serve clients in this business. When you’re picking an advisor to work toward a future with, we believe the important thing is to find someone whose goals align with your own.
And to cut to the chase, here’s what we believe in at the core of our Latus Wealth Management® offering.
· We will employ the use of outside professional money managers when possible. This allows us to do what we do best: providing high-level, holistic financial advice. It also allows you to take advantage of the multitude of managers Wells Fargo Advisors Financial Network has to offer.
· We offer brokerage accounts when it makes sense. This is also part of offering you as many options as possible, while being cognizant of cost.
· We remain autonomous from corporate initiatives. We work in what’s known as the “hybrid independent” space, which means you get all the personal feel and attention of our office, while benefitting from the fact that we have industry-leading compliance and oversight from Wells Fargo Advisors Financial Network.
We truly believe the best way to see if Latus Wealth Management® is a fit for you is to sit down with us. Give us a call or contact us to schedule an appointment.