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Clients Value These Service Aspects

Our commitment to providing services without requiring initial fees or binding long-term agreements.

Expertise in investment, tax, and legal areas, paired with a client-friendly, consultative approach that prioritizes genuine advice over sales tactics.

A focus on resolving client issues as a priority, rather than emphasizing sales objectives.

Aligning Our Compensation with Your Wealth-Building Success

Business Owners

Empowering Business Owners with Tailored Wealth Management

My Lattice Wealth specializes in transforming your business success into a robust personal financial legacy through expert wealth management
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Millennials IT Professionals

Future-Proof Your Finances: Wealth Management for Millennial IT Professionals

We offer tailored wealth management for Millennial IT Professionals, focusing on maximizing tech industry opportunities and securing your financial future.
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The Lattice Wealth Approach

At Lattice Wealth Management, we’ll work with you to develop a strategy that weaves together precisely the right investment options, interconnected… working together powerfully and strategically toward your unique goals. We offer guidance that goes well beyond your investments, encompassing virtually every aspect of your financial life. We help address strategies concerning:

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GET IN TOUCH

Want to get in touch?


Drop a note to Mike’s email. Introduce yourself and do mention your referral and he’ll get back to you!

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Talk To Mike

To begin a conversation, with zero strings attached, simply e-mail Mike at mike.ross@mylatticewealth.com. If instead you call, leave a message. If you choose to text, identify yourself and who referred you. Mike will call you back.

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