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."

06/01/2026
Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the Ma...
06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks 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...

06/01/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Many families avoid financial conversations until they’re forced by circumstance. Communicating before it’s urgent can p...
05/28/2026

Many families avoid financial conversations until they’re forced by circumstance.

Communicating before it’s urgent can prevent unnecessary stress, build confidence and understanding, and make future transitions smoother for everyone involved.

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. ...
05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, 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...

Does your business have a retirement strategy that fits your short, long-term needs?
05/25/2026

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

Read the latest issue of Financial Watch here:
05/21/2026

Read the latest issue of Financial Watch here:

When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all...
05/18/2026

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all coming into focus. Stay tuned—this is where clarity begins. CIO Gene Goldman explains 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...

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
05/18/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

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

https://www.linkedin.com/company/latitudewealthmanagement/posts

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