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Latigo Peak Partners

EST. AUM
$0

CONTACTS
2

CLIENT ACCOUNTS
0

Firm Details

Metro area West Palm Beach
CRD Number 344428
Website latigopeak.com
Client types

Overview

Latigo Peak Partners is a wealth management firm with offices in Palm Beach Gardens, Florida; Needham, Massachusetts; Bellevue, Washington; and El Segundo, California. Co-founded by Phil Scott and Jim Atwood, the firm is built around preserving wealth across generations and building what it calls “family capital” for individuals and families. Both founders previously held senior wealth advisory roles at J.P. Morgan Wealth Management, First Republic Private Wealth Management, and Merrill Lynch.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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