Families & Individuals

At the Latus Group, we focus on the needs of our clients. As an independent firm, we represent our clients rather than any specific company. Our independence is vital to delivering objective, unbiased recommendations. We are the foundation of financial knowledge for our clients, as they employ our guidance and advice to execute their most important life decisions. Our service and commitment to our clients is unwavering and consistent.

We work together with our clients to understand their unique financial needs and help create a path to achieving their financial goals. We know that behind every account is a story that we must fully understand and embrace in order for our services to be heartfelt and effective.  Our approach is comprehensive and covers a variety of areas, including: