LATIMER WEALTH MANAGEMENT | WINTER PARK, FL

LISTEN. ASSIST. ADVISE.

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.

Ted Latimer CRPC™

Partner | Managing Director | Wealth Manager

View Ted Latimer CRPC™'s Bio

Denise Hoffmann

Partner | Vice President | Senior Registered Client Administrative Manager

View Denise Hoffmann's Bio

Our Promise

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

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.

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.

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

THE NEXT EVOLUTION IN WEALTH MANAGEMENT

Why Steward Partners?

Steward Partners 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 high-level client service with an unwavering commitment to excellence.

A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS

As a Registered Investment Advisor (RIA), Steward Partners 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 client’s 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.*

*https://www.sec.gov/divisions/investment/advoverview.htm

Intelligent Solutions for Complex Financial Situations

ENGAGEMENT OPTIONS

Personal Concierge

We serve ultra-wealthy families under a comprehensive plan designed by a team of skilled professionals. We combine asset management, cash management, risk management, financial planning, lifestyle management and a variety of additional services to help you navigate the complexities of your wealth. We have access to a consortium of professionals with experience in legal, insurance, estate, tax and investment planning, and we act as a personal concierge for you and your family to handle your personal affairs and other lifestyle needs.

Registered Investment Advisor

As a registered investment advisory firm, we are focused solely on your best interests and have added level of fiduciary responsibility. We attend to your unique financial situation, seeking to address your goals and objectives through comprehensive financial planning. As life evolves and markets fluctuate, your plan and strategies will be updated as well to help keep you on track every step of the way. We have investment independence and no conflicts of interest, and our compensation and fees are completely transparent.

Wealth Planning

Addressing the complexities of wealth in today’s markets requires professional guidance, a disciplined process, and access to a wide array of innovative financial solutions. At Steward Partners, we take a comprehensive approach to wealth planning, recommending not only traditional investment solutions, but also more sophisticated alternatives. We’re deeply committed to helping you align your wealth with your values and goals, both now and as your life and objectives evolve over time.