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.

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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.

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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.

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Meet Our Team

Our team has a passion for helping people. Let our team become YOUR TEAM!

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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.

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Blogs

What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what to do. It's knowing what to do first, and in what order. That's a harder question than it looks. Each of these priorities is sound on its own. Max out the retirement contributions. Pay down the balances. Build the cushion. Put money to work in the market. But...
Trump Accounts have been in headlines for months. Few of those headlines explain them the same way. Depending on the article, they sound like a college fund, a retirement account, or something brand new altogether. For parents and grandparents trying to figure out whether any of it matters for their family, the noise has gotten in the way of the signal. What These Accounts Actually Are Section 530A accounts (Trump Accounts) officially launched on July...
Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back. Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out. Research suggests it usually doesn't. The Businesses That Quietly Run America Small businesses aren't a side character in the U.S. economy. They make up roughly 99.9% of all businesses in the country and employ nearly half of...