IT Professionals
We Work with Employees of Companies providing Equity Compensation
Navigating Your Unique Financial Challenges
At Lattice Wealth, we prioritize understanding your financial goals. Our streamlined, user-friendly questionnaire is crafted to pinpoint your specific financial interests and challenges. This personalized strategy ensures that our guidance is directly aligned with your needs. If any of the following questions resonate with you and your answer is ‘yes’, know that we are here and prepared to assist you immediately.
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?
How We Help Solving the Clients Problems
-
Regular monthly statements on financial investments.
-
Monthly or quarterly contact and discussion.
-
“Playback e-mails” describing what we accomplish on our regular communications.
-
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