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LATIMER WEALTH MANAGEMENT | WINTER PARK, FL

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Latimer Wealth Management at Steward Partners

A Partnership You Can Trust

Latimer Wealth Management at Steward Partners offers an opportunity for select successful families to develop a road map to achieve their dreams. We offer the skills obtained from years of combined experience, we strive to bring peace of mind to the financial planning process in a family room environment. As our client, you have a partner on your journey towards reaching your goals. We provide the high level of service of a boutique firm with the access of large financial services firms.
 
 

Our Promise

INTEGRITY

We will be trustworthy and honest in all aspects of our business. We will avoid any and all conflicts of interest and will serve as your advocate watching over your wealth and income sources.

KNOWLEDGE

We will stay on top of conditions which may affect our plans, including market conditions, political events, taxation changes and corporate actions. We will make every effort to seek out unbiased high quality research.

SERVICE

We will personally make sure every promise made is delivered. We hold ourselves and each member of our team personally accountable for every task from investment transactions to returning phone calls promptly.

SINCERITY

We will always treat you with respect and will be proactive. We will always consider managing your wealth as our profound responsibility.

Firm Introduction

Steward Partners Global Advisory is a leading independent private financial services firm, with professionals delivering multifaceted financial solutions and high level service to our clients and their families.
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AN EMPLOYEE-OWNED, INDEPENDENT PARTNERSHIP

Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering personalized client service with an unwavering commitment to excellence.

A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS

As a Registered Investment Advisor (RIA), Steward Partners Investment Advisory acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients' best interests. The Firm and its advisors, owe our clients a duty of undivided loyalty and utmost good faith. The Firm does not engage in any activity in conflict with the interest of any client, and takes steps reasonably necessary to fulfill our obligations.**

*As of 6/30/2021
**https://www.sec.gov/divisions/investment/advoverview.htm
The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock


 

Recognition

We pride ourselves on delivering high level client service with an unwavering commitment to excellence.
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STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY.
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Our Office

Latimer Wealth Management
941 West Morse Blvd, Ste 130,
Winter Park, FL 32789
Phone:
Main Office: (407) 636-2199
Ted Latimer: (407) 636-2266
Denise Hoffmann: (407) 636-2166
Fax:
(407) 636-2307
Email:
ted.latimer@stewardpartners.com
denise.hoffmann@stewardpartners.com
 
 
 

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