About the Company

Defining Wealth Management

Wealth Management, be it handling equity compensation, inheritance, selling a business, managing stock and bond portfolios, or generating income from IRA Rollovers is managing serious money, not speculation. Excellence in these areas demands both experience and advanced training. It involves proactive planning considering tax and estate laws and regulations. It involves regular reviews.  We address these things. We address them in serious conversations not bland questionnaires.

Equity compensation is both a portfolio management and a tax challenge.  Those subjects are covered in the Certified Private Wealth Advisor curriculum.  IRA Rollovers, and portfolio management are key topics also.  Likewise, the Certified Portfolio Management curriculum involves, obviously, stock and bond portfolio management. Estate and charitable planning also play into the conversation.

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OUR SERVICES

What We Do

Partnership

OUR PARTNERSHIP

WITH

ONE SEVEN

Lattice Wealth Management inc. is a BA of We Are One Seven, LLC. We chose to align ourselves under the One Seven brand because of their commitment to clients and the network of professionals and resources that we have access to
through our affiliation.

More than the typical wealth management firm, One Seven’s independent advisors are motivated by the big picture of how your financial and personal wellbeing fit together. Our customized approach, advice, and solutions help you get to the core of what really matters, tap into life-changing opportunities, grow your wealth and build legacies around the things you truly care about.

ONE SEVEN CORPORATE SITE

Lattice Wealth Management is a dba of Integrated Advisors Network, LLC. Investment Advisory Services offered through Integrated Advisors Network, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. More information about Lattice Wealth can be found in our Form ADV Part 2A and Form CRS. Additional disclosures for disclosure page: Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. This website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed.