Business Owners Post Sale
We serve business owners throughout the exit process, from pre-liquidity planning to post-sale wealth management.
Exploring the Key Financial Decisions You Need to Make
At Lattice Wealth, we prioritize seamless client connections. Our user-friendly, interactive questionnaire swiftly identifies your financial needs and concerns. This method ensures we understand your specific requirements, allowing us to provide personalized advice. Indicate your interest by selecting 'Yes' or 'No' for the following questions
Meet The Team
Michael Ross
A distinguished professional and is a Certified Private Wealth Advisor and a Certified Portfolio Manager. Also the Executive Vice President of Lattice Wealth Management, Inc.
Arnell Land
As Senior Vice President, Arnell holds a key leadership role in the organization, contributing to strategic decision-making and overseeing various aspects of the company's operations.
Karena Chan
Karena Chan holds the position of Vice President, bringing her leadership and expertise to the role. As a key executive, she plays a crucial role in contributing to the success and strategic direction of the organization.
Mary Cruse
Mary, an analyst at Lattice Wealth, ensures portfolio alignment with financial goals. With a background in customer service at Aegis People Support, she prioritizes accuracy and satisfaction.
Julia Gonzales
Julia Gonzales has 15 years of diverse experience across medical, entertainment, and finance sectors. Proficient in Microsoft Office, Google Suite, and WordPress. Excels in problem-solving, customer service, and website coding.
Emily Underwood
Meet Emily Underwood, our newest team member at Lattice Wealth Management Group! Eager to assist Arnell and clients, she's here from 7:30 AM to 3:30 PM. Welcome, Emily!
Why Work with Lattice Wealth?
What We Provide Addressing Client's Financial Needs
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Regular Monthly statements on financial investments.
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Monthly and Quarterly contact and discussion.
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"Playback e-mails" describing what we accomplish on our regular communications.
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Introductions and coordination with other specialists the client uses.
