Clients Value These Financial Planning 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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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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of Michael Ross of Lattice Wealth Management Group Inc


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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