Defining Wealth Management
Building and managing wealth effectively demands a level of knowledge and experience requiring decades of training and experience at increasingly higher levels. This advanced state of expertise involves a mastery of how money and wealth work to transform investors’ goals into reality.
Lattice Wealth Management, Inc, was created to leverage both our skills in portfolio management and estate and tax suggestions, and to weave together a fabric of experts stronger than any one person. These experts span tax expertise, estate planning guidance, as well as finding and developing experts in lending, insurance of many types and even esoteric skillsets in asset valuation and home decorating and design.
Having this range of expertise, woven together, allows us to help provide a superlative client experience. One of our core beliefs is that no one professional can deliver differentiated advice in all these areas.
This is one clear reason we are fiercely independent. Our experience is that other large institutions try to be everything to everyone. We passionately believe his approach is often flawed.