About Company

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.

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OUR SERVICES

What We Do

Partnership

OUR PARTNERSHIP

WITH

ONE SEVEN

Lattice Wealth Management Inc. is a DBA 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 well-being fit together. Our customized approach, advice, and solutions help you get to the core of what really matters, tap into life-changing opportunities, soft grow your wealth, and build legacies around the things you truly care about.

ONE SEVEN CORPORATE SITE

Lattice Wealth Management Inc. is a DBA of We Are One Seven, LLC (“One Seven”), a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) (registration does not imply a certain level of skill or training). Certain Advisory Persons, in their individual capacities, offer Securities through International Assets Advisory LLC, a Registered Broker/Dealer Member FINRA/SIPC. These advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices. A copy of One Seven’s current written disclosure brochure filed with the SEC which discusses among other things, One Seven’s business practices, services, and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. Please visit our disclosures page for important disclosures. To check broker background, visit this link:  www.brokercheck.finra.org.

Address

46 West Julian Street PH1
San Jose CA 95110

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