Making your future our business.

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than settling for an off-the-shelf retirement program, have Marc Latta and his team build you with a personalized financial road map based on your specific goals and investment objectives.

At Latta Wealth Management of Raymond James, we specialize in helping business owners and executives reach their retirement goals by delivering solid long term investment performance. Conservatism, cost reduction and exemplary service are the framework for our wealth management process. With over 25 years of experience, Marc and his dedicated wealth management team can bring clarity and purpose to your financial program by helping you create a vision for your future. LIFE WELL PLANNED

Bio image of Marc Latta
Marc Latta
Senior Financial Advisor
Warren Wagstaff
Senior Financial Advisor
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Carol Tong
Licensed Sales Assistant
Meagan
Meagan Torelli
Client Service Assistant

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

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Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
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Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to propel you forward with sophistication and a well-crafted plan.
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Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.
Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
Pablo Picasso