Latitude Wealth Management

Latitude Wealth Management We are a wealth management boutique, offering investment advice to individuals and small businesses. Suite 2400, Honolulu HI 96813.

Our Mission:
Our primary responsibility is to assist you navigating safely through the different phases of your financial journey. You decide where you want to go, we provide a navigation plan to get you there. Our Honolulu Branch:
FINRA Registered Address: 1100 Alakea St. Located in the heart of Downtown Honolulu. We are on the 24th floor of Alakea Corporate Tower. Our parking entrance is on Alak

ea Street, the first left after Hotel Street. Contact Information:
Email - [email protected]
Phone - 808.942.7757
Text - 808.312.6750

Our Broker-Dealer: Cetera Wealth Services
We are affiliated with Cetera Wealth Services, one of the premier broker-dealers in the industry. As our broker-dealer, they are responsible for executing trades on your behalf. But their support for our relationship goes well beyond its function as trade executor. Our affiliation means that we are not held to a sales quota or tied to selling only proprietary products. We have the independence and freedom to recommend the financial solutions that best suit your needs, ensuring your objectives are what drive all decisions, while Cetera Wealth Services’ network of people and resources help us pursue your unique goals and vision for the future. "Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity."

Your financial legacy is forming whether or not you’re actively planning it.Starting earlier—with education and structur...
06/23/2026

Your financial legacy is forming whether or not you’re actively planning it.

Starting earlier—with education and structure—can create greater clarity and flexibility over time.

Ask your financial professional how to plan early and intentionally.

Wall Street has a lot of cliches. How many do you know?
06/22/2026

Wall Street has a lot of cliches. How many do you know?

Pundits say a lot of things about the markets. Let's see if you can keep up.

06/19/2026
If you’re worried, you’re not “doing it right” when it comes to teaching kids about money, you’re not alone.The good new...
06/15/2026

If you’re worried, you’re not “doing it right” when it comes to teaching kids about money, you’re not alone.

The good news is you don’t need to be an expert. Practiced consistently, small, intentional moments, modeled behavior, and hands-on experiences can make a meaningful difference in kids’ understanding and attitudes toward money.

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep a...
06/15/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman reminds us that a Fed hold may not be exciting, but consistency counts. See more in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
06/15/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

Read the latest issue of Retire Wise here:
06/09/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include t...
06/08/2026

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Address

1100 Alakea Street, Suite 2400
Honolulu, HI
96813

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18089427757

Website

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