Latitude Wealth Management

www.latitudewealth.com

Latitude Wealth Management was formed in 2014 through the acquisition in 2012 of Hamilton Fisher Wealth Management by Daniel Adams, CFP®. Since 2002, we have served our clients in Southeastern Washington State, or wherever they may reside, by providing goal-focused, planning-driven financial solutions with an eye toward achieving our clients’ most important financial objectives. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

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Latitude Wealth Management was formed in 2014 through the acquisition in 2012 of Hamilton Fisher Wealth Management by Daniel Adams, CFP®. Since 2002, we have served our clients in Southeastern Washington State, or wherever they may reside, by providing goal-focused, planning-driven financial solutions with an eye toward achieving our clients’ most important financial objectives. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

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Country

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State

Washington

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City (Headquarters)

Kennewick

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Employees

1-10

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Founded

2014

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Director and Investment Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Partner , Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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