Business Owners

We serve business owners approaching or right after their first exit.

Exploring the Key Decisions You Need to Make

At Lattice Wealth, we’ve made connecting with our clients easier and more effective. Our simple, interactive questionnaire is designed to quickly identify your financial needs and concerns. This approach helps us understand exactly what you’re looking for, ensuring our advice is tailored just for you. Show us your interest in the following questions by checking “Yes” or “No”.
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Meet Us

Why Work with My Lattice Wealth?

What We Provide Addressing Client Needs

  • Regular Monthly statements on financial investments.
  • Monthly and Quarterly contact and discussion.
  • "Playback e-mails" describing what we accomplish on our regular communications.
  • Introductions and coordination with other specialists the client uses.
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