Latitude Wealth Management LLC - Kennewick (WA)

Dennis Bigness Kevin is a trusted partner that provides institutional level insights & strategies in a very personal, high touch relationship.

Erin Nielsen Im just starting my journey with Alterra Advisors...every person Ive encountered has been amazingly kind! Zach and Jack have thoroughly explained everything to me in terms I can pretty much understand... Im 68 yrs old, widow for several years and this is the first time anyone has taken the time to make sure I feel comfortable with my finances. Im feeling comfortable with my Alterra Advisors choice. I believe God put them in my life and I am thankful!

Jayne Schrock Vickerman Investment Advisors has managed my portfolio since 2003. They have wisely guided my investments through the 2008 and 2020 downturns, and my portfolio has continued to grow in a stable manner over these last 19 years. Mike and Amy Jo are astute, yet very personable, and available to talk with me whenever I have questions or concerns. I highly recommend VIA as dependable, forthright and knowledgeable partners for financial investment matters.

Chris Pettit Markets are volitile and directions have no certainty but I have chosen Capstone Investment for my financial advisory support. I find the staff extremely helpful and the investment forecast extremely insightful. They are a great group to trust and work with!

Jeffkoble Jeff Koble STAY AWAY as these people will steal hard earned retirement to line their pockets as the only one making money in any market is them with their fees. YES, ZERO profit for a retirement person. They are in competent and useless investors. GO OUT OF BUSINESS...

Kurtis Johnson Daniel is very knowledgeable and had good customer relations! He is very good at having you look at the longer term investments and keeping his eye on market changes and adjusting accordingly