Latitude Wealth Management
About Us
Imagine if you had the resources to improve one or two aspects of your financial situation to create opportunities for growth. Now imagine if you had an entire team of skilled and knowledgeable investment and insurance advisors to guide you in improving every aspect of your financial health and in achieving every single one of your financial objectives and creating a life of well-being, prosperity, and financial security.
Envision having the ability to easily provide for and protect your loved ones and to maintain the life you have built for them, now and when you are gone. This is within your reach when you partner with the team at Latitude Wealth.
Why Latitude?
Latitude Wealth was created with a vision to provide a better standard of service for people seeking to build and secure wealth. With a commitment to cultivating enduring relationships that support clients throughout their lifelong journey of wealth management, we aim to focus on understanding the unique personal needs and objectives of each client and creating comprehensive, customized solutions to nurture financial freedom. Our team can provide solid advice and implement strategies in:
- Insurance Products
- Investment Portfolio Management
- Business Solutions
- Estate Planning
By focussing on our clients’ complete financial picture and understanding every goal and value that informs their decisions, our team of advisors at Latitude Wealth can leverage our catalogue of solutions to create a personalized strategy to empower you to achieve thorough financial health and security. Our purpose is to educate, inform, and advise and to support you every step of the way
The Benefits of Our Partnership
When you make the choice to partner with Latitude Wealth to build your investment and insurance portfolios you make the choice for a clear and simple approach to wealth management. We stand for integrity, clarity, transparency, and trust. We build strong and lasting relationships with our clients and our industry partners to ensure that we can offer comprehensive and effective strategies to establish robust wealth and protect everything and everyone you hold dear.
Clear & Simple Solutions For Businesses and Individuals
Latitude Wealth is committed to helping our clients navigate the ever-changing landscape of investing and insurance. Proven strategies and intelligent technologies allow us to provide sound solutions for Businesses and Individuals. Our service-based model fosters strong relationships with our clients helping us help you meet your financial objectives.
Contact Latitude Wealth to unlock your financial potential today.
Our Team is Your Team
Founded by Rob Stonall 20 years ago and now led in partnership with Ryan Frey, Latitude Wealth guides our customers to full financial health with an unparalleled model of service. We facilitate a community of insurance and investment experts in an effort to always provide our clients with the most innovative and effective wealth management solutions. Our team is always growing and evolving and so is our ability to offer our customers intelligent strategies to build and secure wealth. Our team stands beside you, guiding you with thoughtful and informed advice through every step of your journey.
Our Leadership
Robert Stonall
As early as Rob can remember, he has always been in the relationship business. At 25, Rob was in charge of the day-to-day operations of a four-bay auto shop. Bolstered with successful client interactions, Rob knew he would thrive in the people business. 30 years ago, Rob decided to join the financial services industry to help more people in an impactful way. Rob prides himself on developing strong relationships with clients.
Ryan J Frey
Ryan joined Latitude Wealth Management as an owner and advisor in late 2019. He started his career with Sun Life in 2008 where he spent 5 years before moving on to PPI Solutions. Ryan strives to create a supportive community where industry experts and those seeking guidance to build and maintain wealth can connect.
John Rogers
John has always had an affinity for helping people. His past career as a personal trainer taught him the ability to connect with his clients to truly understand what it is that is important in their life. In that career, the focus was on physical health which provided a great transition to a career that focuses on financial health. John has been with the team since 2020 and has shown a real desire to understand the ins and outs of the industry to provide the best solutions for his clients needs. When not working in the industry, John can be found on the golf course struggling to shoot a decent score, woodworking, or playing video games with his friends.
Stronger Together
With the establishment of Latitude Wealth, Rob and Ryan are changing the landscape of investment and insurance portfolio management. Our two-fold approach to superior customer service combines extensive industry understanding and the cultivation of a community of motivated and consummate advisors to foster an environment where financial success is the norm
Celebrating Success
Our success as an organization is directly relative to the success of the relationships we cultivate with our most valued asset; our clients. We take pride whenever we can empower a client to meet their personal objectives. Here is how we have guided some of our client partners to achieving their own financial freedom and security.
Seeking Inspired Advisors For Our Family
We are looking to build our community of skilled and knowledgeable advisors. If you are focused on creating lasting client relationships within a supportive environment that fosters growth and development and celebrates your every success, contact Latitude Wealth to explore our advisor partnership opportunities.
We are committed to providing our advisors with the most current tools and strategies to nurture their professional growth.
Our Promise to You
With a manifesto to elevate the customer experience and to provide simple yet innovative solutions to complex financial challenges, our team leverages our extensive product knowledge, insightful client discoveries, and collaborative industry partnerships to create comprehensive solutions. Our clients can rest assured that their investments are optimized and protected, safeguarding them and their loved ones forever.
Connect with the advisors at Latitude Wealth to book your consultation and begin the journey to your financial freedom for you or your business today.
What To Expect
The journey to financial freedom and the ability to provide for and protect your loved ones is complex. Our team at Latitude Wealth aims to simplify your travels with thoughtful consideration, sound advice, and proven strategies. Here is our process to guiding you to the good life, click each icon to learn more.
An intensive discovery process will help us uncover your financial goals, personal values, security needs, and lifestyle habits. Each client presents a unique story of financial health, family dynamics, risk aversion, and a vision for their own definition of financial success. We can ask the right questions to help create a detailed picture of your current status and future objectives to ensure that we can completely personalize a strategy for you.
With all of the information gathered in the discovery process our knowledgeable advisors can begin to create a customized solution that will allow you to achieve every one of your goals for building and protecting your wealth. We will take into consideration every product available and design a bespoke solution to allow you to begin living your best life right away and safeguarding that lifestyle for you and your loved ones in the years ahead.
Our productive and enduring relationships with our trusted industry partners provide us with the means to quickly and efficiently implement the strategies tailored for you. Our network of insurance providers, investment services, legal counsel, and accounting professionals will mobilize to roll out and administer your solutions efficiently so you can begin to enjoy the benefits of your investment and insurance management program as soon as possible.
Our responsibility to you does not end with the signing of a document. We are committed to seeing you through every step of your journey to financial freedom and beyond. We promise to routinely assess the performance of your portfolio, recommend emerging tools, and adjust our strategies for you to optimize your finances, protect your wealth, and guarantee maximum returns. Our commitment to you is a commitment for a lifetime.
Related Services
When you join the Latitude Wealth family, you leverage our years of experience and skilled insight into strong insurance and investment portfolios for businesses and individuals. With our methodically curated catalogue of products, tools, and strategies we can provide solutions tailored just for you to guide you to achieving your financial objectives.
Explore Wealth With Latitude
At Latitude Wealth we are driven to provide the most effective solutions for investment and insurance prosperity for every one of our clients. If you are interested in exploring the opportunities to gain financial freedom and build health and wealth for your family and the generations that follow, connect with our team of advisors and access strategies customized perfectly for you.
Your Guides To Financial Freedom
Latitude Wealth is helping you navigate the complex landscape of insurance and investment management. Build your wealth, safeguard your investments, and protect and provide for those most important to you. Create, Secure, and Live your best life with the guidance of the trusted advisors at Latitude Wealth. Contact our skilled team to explore the most ideal strategies for your financial health.
