The Latterman-Friedman Group
The Latterman-Friedman Group focuses on providing comprehensive “WealthCare” advice to high net-worth families, business owners, and professionals. We try to help our clients achieve their financial and life goals by coordinating their savings, tax, retirement, and estate planning strategies into a cost-effective, integrated plan. We then monitor and adjust the plan as circumstances, priorities, and goals change.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. We will work with you to develop and stress-test a comprehensive plan to achieve your goals and aspirations.
AAMS™, ChFC®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
