Lattice Wealth Management is an independent, Vancouver-based wealth management firm dedicated to providing comprehensive and personalized financial solutions. The company operates on a fee-only basis to ensure unbiased advice, focusing on helping clients make smart financial decisions. Their core services include holistic financial planning, investment management, insurance planning, and tax & estate planning. Lattice Wealth Management is a trade name of Raintree Financial Solutions Inc., through which it offers securities as a registered Exempt Market Dealer.

Founded in

United States