A complete list of active advisors currently associated with Latticework Investment Management

Warmer can help you find a great advisor at Latticework Investment Management or one who fits your needs even better.

Latticework Investment Management is a fee-based registered investment adviser that provides ongoing wealth management, portfolio management and financial planning to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. The firm is organized as a very small advisory team and, according to its ADV, was newly registered and reported no assets under management or client accounts at the time of filing. The firm’s investment approach emphasizes long‑term equity participation, cost minimization, tax sensitivity and behavioral coaching to help clients remain invested through market volatility. Implementation blends low‑cost and factor‑tilted funds with opportunistic fundamental analysis and selective use of options or alternative strategies when judged appropriate for a client’s objectives and risk tolerance. A notable feature of the firm is its client education focus: it offers complimentary general educational workshops and a periodic newsletter (quarterly or more frequently) to prospective and current clients, materials that the brochure states do not constitute individualized advice. As a small two‑advisor firm the team includes advisers holding professional designations (CFA and CFP) and one adviser maintains an independent insurance license and may recommend insurance products on a disclosed commission basis; the firm also requires use of a designated qualified custodian, and its zero‑AUM, no‑client starting position distinguishes it from more established peers.

To learn more about the advisors currently working at Latticework Investment Management, 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.