Services By Latko Wealth Management

Latko Wealth Management, Ltd. provides a comprehensive range of investment services, including but not limited to:

- funds and investment management

- retirement and estate planning

- fixed and variable annuities

- insurance options

- educational planning

- prenuptial and divorce financial planning

- financial planning for business owners

- tax planning and strategies

Latko Wealth Management offers access to fee-based services offered through LPL Financial by charging a small annual fee based on the value of each client's portfolio. Our philosophy: your success determines our success. This makes the financial success of every client our primary concern, avoiding the potential conflicts faced by other financial firms which make their money from commissions charged on every trade and transaction.

Latko Wealth Management does not engage in day trading, nor does it route its clients toward high-risk investments. Philosophically, David Latko sits on the same side of the table as his clients-- utilizing the same financial strategies and investments he uses to build long-term stability and security for himself and his family.

As a result, David and his associates are selective in the clients they accept. Not everyone qualifies as a potential Latko Wealth Management customer.

At Latko Wealth Management, our mission is straightforward: to help protect and grow your wealth throughout your life, and to effectively transfer it to the next generation-- through all the transitions of life.