Latham Wealth Management

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 asso

ciated 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.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
08/31/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

These 6 things might make your next return a prime target for an IRS audit.
08/28/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Worried about passing your wealth to a troubled adult child? There are strategies that can help.
08/26/2026

Worried about passing your wealth to a troubled adult child? There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Ever wonder how different rates of return can change your long‑term investment results? Here’s a quick look at how those...
08/24/2026

Ever wonder how different rates of return can change your long‑term investment results? Here’s a quick look at how those ups and downs add up over time.

A look at how variable rates of return impact investors over time.

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030. Learn more: ...
08/21/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030. Learn more:

Explore the growing influence women wield over the economy with this handy infographic.

Three tips for giving smart from the heart.
08/19/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Start building your child's financial future today with these key points to know about Roth IRAs.
08/17/2026

Start building your child's financial future today with these key points to know about Roth IRAs.

Creating a budget doesn’t have to feel overwhelming — small steps make a big difference 🌱✨Here are simple ways to build ...
08/15/2026

Creating a budget doesn’t have to feel overwhelming — small steps make a big difference 🌱✨
Here are simple ways to build a budget you can actually stick to:

💡 1. Know Your Numbers
List what comes in and what goes out. Awareness creates clarity.

🗂️ 2. Group Your Spending
Organize expenses into categories like essentials, lifestyle, and goals. It helps you see patterns.

🎯 3. Set Realistic Targets
Choose amounts that feel doable — consistency matters more than perfection.

📅 4. Check In Monthly
A quick review helps you stay on track and adjust when life changes.

🌟 5. Celebrate Small Wins
Every step forward counts. Progress builds momentum.

You don’t need a perfect budget — just one that works for you 💛

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
08/14/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

When a loved one passes, it is a time to grieve and process. But there are also fundamental steps to consider when a spo...
08/12/2026

When a loved one passes, it is a time to grieve and process. But there are also fundamental steps to consider when a spouse or parents pass. Click to read more.

An overview of some fundamental steps when a loved one passes.

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

Website

Alerts

Be the first to know and let us send you an email when Latham Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Latham Wealth Management:

Shortcuts

Share

Category