At Lattice Wealth Management, our priority is to get to know you so that we can create personalized solutions for your unique financial situation.
Ways We Help Our Clients
Tax Sensitivity
Tax impact is often a vital key to investment decisions. This is dynamic and changes regularly. We try very hard to stay on top of the tax impact.
Flexible Investments
We work to blend your investment beliefs with our process, both explaining how we operate as well as making sure your interests are met.
Sticking To Required Asset Allocations
We review and understand your rules and seek to achieve them at the minimum cost.
Fixed Fee Relationships
There are occasions when the best thing we can do is NOT manage clients’ money. Instead, we maintain regular consultations on real and business assets. We provide another input when you need a devil‘s advocate.
Introductions To Other Professional Advisors
We maintain active contact with many tax and legal professionals. We regularly make introductions to other professionals when our clients need their skills.
Charitable Giving
There are multiple ways to give sums of money (or investments) to causes important to you. Several of these carry tax benefits. We maintain an active knowledge of many giving techniques.
Types of Clients We Work With
Multi-Generational Families
Very often, we are introduced to and maintain active interactions with kids and grandkids. This connection helps when life becomes fragile.
Suddenly Single
In many cases, handling the investments is a completely new experience, requiring patience and empathy. We work to make sure you understand what you can afford to spend and that your immediate heirs and successor trustees know us and understand what we are doing.
Business Owners
While our primary work is with individuals and families, often those clients own businesses. We have a working knowledge of how to optimize investments using multiple entities.
At Lattice Wealth Management, our priority is to get to know you so that we can create personalized solutions for your unique financial situation.
Ways We Help Our Clients
Tax Sensitivity
Tax impact is often a vital key to investment decisions. This is dynamic and changes regularly. We try very hard to stay on top of the tax impact.
Flexible Investments
We work to blend your investment beliefs with our process, both explaining how we operate as well as making sure your interests are met.
Sticking To Required Asset Allocations
We review and understand your rules and seek to achieve them at the minimum cost.
Fixed Fee Relationships
There are occasions when the best thing we can do is NOT manage clients’ money. Instead, we maintain regular consultations on real and business assets. We provide another input when you need a devil‘s advocate.
Introductions To Other Professional Advisors
We maintain active contact with many tax and legal professionals. We regularly make introductions to other professionals when our clients need their skills.
Charitable Giving
There are multiple ways to give sums of money (or investments) to causes important to you. Several of these carry tax benefits. We maintain an active knowledge of many giving techniques.
Types of Clients We Work With
Multi-Generational Families
Very often, we are introduced to and maintain active interactions with kids and grandkids. This connection helps when life becomes fragile.
Suddenly Single
In many cases, handling the investments is a completely new experience, requiring patience and empathy. We work to make sure you understand what you can afford to spend and that your immediate heirs and successor trustees know us and understand what we are doing.
Business Owners
While our primary work is with individuals and families, often those clients own businesses. We have a working knowledge of how to optimize investments using multiple entities.