A complete list of active advisors currently associated with Lattice Wealth Advisors

Warmer can help you find a great advisor at Lattice Wealth Advisors or one who fits your needs even better.

Lattice Wealth Advisors serves individual clients—including high-net-worth individuals—and small businesses with tailored investment management and comprehensive financial planning. Its planning services cover areas such as retirement projections, estate and tax planning, business planning, cash-flow and debt management, and college savings, and clients receive written or electronic plans and periodic reviews. The firm combines fundamental security analysis with passive investment strategies to construct portfolios aligned with client-specific asset-allocation targets and risk tolerances, and it typically manages accounts on a discretionary basis. Lattice aggregates trades for block execution, requires clients to use its recommended custodian, and commonly debits advisory fees directly from client accounts; ongoing planning is included for most managed accounts. Notably, Lattice sponsors and participates in a wrap-fee program, a practice that is uncommon among independent advisers. The firm’s brochure also discloses recent consent orders with the state securities regulator concerning prior wrap disclosures and filing/delivery lapses, and its business continuity statements indicate reliance on a single controlling employee with no formal continuation plan in the event of that person’s death, which may be a material operational consideration for prospective clients.

To learn more about the advisors currently working at Lattice Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.