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Lattice Wealth Management

EST. AUM
$5,522,561,843

CONTACTS
1

CLIENT ACCOUNTS
12,957

Firm Details

Metro area San Jose
CRD Number 171991
Website mylatticewealth.com
Client types

Overview

My Lattice Wealth provides wealth management and financial planning services delivered through Integrated Advisors Network, an SEC-registered investment adviser. Services include investment management, retirement planning, estate planning, and tax planning and preparation, with dedicated workflows for business owners navigating pre-sale and post-sale decisions and for IT professionals managing equity compensation. Client service includes regular statements, scheduled discussions, written follow-ups, and coordination with outside specialists used by the client. Advisory portfolios use equities, fixed income, cash, and ETFs, and may incorporate an income-oriented covered call approach when used in client accounts.

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Investment Preferences

Alternative Activity

Address

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

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