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 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).  Information in this message is for the intended recipient[s] only. Please visit our website www.WeAreOneSeven.com for important disclosures. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. We Are One Seven, LLC and Fortune Financial Services, Inc. are separate entities. To check broker background visit this link: https://brokercheck.finra.org.