01. About Us
Latitude Wealth Management is a wealth management boutique based in Honolulu, Hawaii. We offer investment advice and financial planning to individuals and small businesses that focus on wealth creation, protection and legacy strategies.
02. Our Mission
We do our best to provide the highest quality investment and insurance advice, comprehensive financial planning, and services that will exceed your expectations. We strive to be our client’s trusted advisor.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Our Services
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Through on-going, active, professional management, we aim to help create and preserve your wealth to help you reach your financial goals.
Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. We will review and advise you on your asset protection needs to include long-term care, life, disability & cancer insurance.
Meet Our Team
We offer personalized hands-on service to help manage your financial life-style, as well as other issues that are critical to your financial well-being.
Blogs
Many people don’t regret being retired. They regret how they got there. 1 “I wish I had saved earlier.” “I didn’t think long-term care would matter.” “I should’ve waited to claim Social Security.” Hindsight hits hard when it’s tied to your potential freedom and options. The good news? There may still be opportunities to make meaningful changes that could benefit your future. Let's break down the most common retirement regrets—and what you can do right...
These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive. But if you wait until something happens—a fall, a diagnosis, a hospital stay—you're not just having the conversation late. You're having it under pressure. So how do you start the talk without it turning tense? Here’s a guide to help you open the door with empathy, avoid common...
You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project. But here’s the truth most planning overlooks: even with a solid financial plan, your ideal retirement could still fall flat. That’s because real wealth in retirement doesn’t just live in your portfolio. It lives in your health, your relationships, and your sense of purpose. Let’s look beyond the numbers, and...