Business Owners
We serve business owners approaching or right after their first exit.
Exploring the Key Decisions You Need to Make
At Lattice Wealth, we’ve made connecting with our clients easier and more effective. Our simple, interactive questionnaire is designed to quickly identify your financial needs and concerns. This approach helps us understand exactly what you’re looking for, ensuring our advice is tailored just for you. Show us your interest in the following questions by checking “Yes” or “No”.
Meet Us
Michael Ross
A distinguished professional and is a Certified Private Wealth Advisor and a Certified Portfolio Manager. Also the Executive Vice President of Lattice Wealth Management, Inc.
Arnell Land
As Senior Vice President, Arnell holds a key leadership role in the organization, contributing to strategic decision-making and overseeing various aspects of the company's operations.
Karena Chan
Karena Chan holds the position of Vice President, bringing her leadership and expertise to the role. As a key executive, she plays a crucial role in contributing to the success and strategic direction of the organization.
Mary Cruse
Mary, an analyst at Lattice Wealth, ensures portfolio alignment with financial goals. With a background in customer service at Aegis People Support, she prioritizes accuracy and satisfaction.
Julia Gonzales
Julia Gonzales has 15 years of diverse experience across medical, entertainment, and finance sectors. Proficient in Microsoft Office, Google Suite, and WordPress. Excels in problem-solving, customer service, and website coding.
Why Work with My Lattice Wealth?
What We Provide Addressing Client Needs
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Regular Monthly statements on financial investments.
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Monthly and Quarterly contact and discussion.
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"Playback e-mails" describing what we accomplish on our regular communications.
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Introductions and coordination with other specialists the client uses.
Disclosure
Investment Advisory Services offered through Integrated Advisors Network (“Integrated”), an SEC Registered Investment Advisor. Registration does not imply a certain level of skill or training. Certain Representatives of Lattice Wealth Management Group Inc. are also registered with and offer securities through Member FINRA/ SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866. (800) 637-3211. Lattice Wealth Management Group Inc. is neither affiliated with or under common control of either Fortune Financial or Integrated Advisors Network. 111 North Market Street, Suite 300 San Jose CA 95113