At Latus Wealth Management® we aim to take a proactive approach to your
personal financial situation. We are dedicated to helping you make sound decisions
for your financial future. And we’re here to help you gain a better understanding of
investing, retirement, estate planning strategies, and wealth preservation. Most
importantly, we hope you see the value of working with us to pursue your financial
goals.
Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments.
Brokered Liquid Deposit is now available with a minimum opening deposit of $100,000. If you’re looking to make your excess cash work harder, this could be an option for you.
Read moreYou follow a strategic investment plan to help you achieve your financial goals, but what about your borrowing needs? Wells Fargo Advisors can help you explore borrowing solutions too.
Read moreAre you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your
Read moreBy taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and
Read moreLewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This
Read moreAlternative investments can help diversify a traditional portfolio and provide the potential ofr improved risk-adjusted returns.
Read moreUnderstanding the threat of estate taxes on your life insurance proceeds is the first step in protecting these funds from unnecessary taxation. The next steps
Read more“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account
Read moreWe’ve all heard about the importance of having life insurance, but is it really necessary? Usually, the answer is “yes,” but it depends on your
Read moreEffective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider is the family limited partnership.
Read moreListen to Wells Fargo About Money featuring Michael Liersch. In season one, hear about the tough conversations that people may need to have about money.
Read moreThere are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages.
Read moreLifescapes is your connection to insights and strategies from Wells Fargo Advisors.
Read moreSome of the pros and cons of whole life insurance
Read moreYour Financial Advisor can bring strategic thinking to your home borrowing needs and refer you to a dedicated Wells Fargo Private Mortgage Banker
Read moreLearn about tax-smart strategies to consider before year-end to make the most out of your money
Read moreYou think of Wells Fargo Advisors for strategic investment planning. Find out how we can help make your borrowing more strategic, too.
Read moreKeep your goals in sight by keeping them on track. LifeSync connects you to the resources, tools, and people you need to help you make better financial decisions.
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