Latham Wealth Management

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Latham Wealth Management Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Our mission is simple: To help you identify the personal finance strategies that will help improve your financial well-being and guide you toward achieving your long-term goals. The registered representatives are with and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC (www.finra.org, www.sipc.org). The financial professionals associated with Latham Wealth Management or LPL Financial] may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/16/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

Your insurance needs don’t stay the same when the nest empties, but what changes?
10/14/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
10/12/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.          ...
10/09/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Use your car for business? Make sure you're on the same page as your insurance carrier.
10/07/2026

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
10/05/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Extended care refers to services needed by those who have a chronic illness or disability. Learn more below:
10/02/2026

Extended care refers to services needed by those who have a chronic illness or disability. Learn more below:

Understanding the types of extended care services—and what those services could cost—may be critical.

Fallen trees damage property and strain neighborly relations.  Who pays when your tree falls?
09/30/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
09/28/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Address

Long Beach, CA

Opening Hours

Monday 9:30am - 5pm
Tuesday 9:30am - 5pm
Wednesday 9:30am - 5pm
Thursday 9:30am - 5pm
Friday 9:30am - 5pm

Telephone

+15623463390

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