Daniel Adams, CFP®, AIF®
Latitude Wealth Management LLC

Tel: (509) 628-2291
7117 West Hood Place, Suite 120
Kennewick, WA 99336
Latitude Wealth Management LLC | Financial Advisor in Kennewick ,WA

About Latitude Wealth Management LLC

Latitude Wealth Management was formed in 2014 through the acquisition in 2012 of Hamilton Fisher Wealth Management by Daniel Adams, CFP®. Since 2002, we have served our clients in Southeastern Washington State, or wherever they may reside, by providing goal-focused, planning-driven financial solutions with an eye toward achieving our clients' most important financial objectives.

General Information

Firm Start Year:   2002
No.of Employees:   2-4
Name of Broker/Dealer:   Cetera Advisor Networks LLC
Name of Custodial Firm:   Pershing LLC, TD Ameritrade Institutional
States Licensed in:   AK, AR, AZ, CA, CO, FL, ID, IL, IN, KY, MT, NH, NV, NY, OR, SD, VA, WA, WY.
Number of Years with Current Firm:   4+

Qualifications & Memberships

Insurance and Annuity Licenses:   Health , Disability , Long Term Care , Variable , Life
Financial Organization Memberships:   National Association of Estate Planners & Councils (NAEPC) , Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Boy Scouts of America; National Eagle Scout Association


Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record

Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1.0

Board Positions

Organization:  Walla Walla Valley Estate Planning Council
Position :  Board Member


Bachelor of Science - Mechanical Engineering  Northwestern University - Evanston, IL

Master of Science - Biomedical Engineering  Tulane University - New Orleans, LA


Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Daniel Adams, CFP®, AIF®

Daniel Adams, CFP®, AIF®


Daniel Adams, owner and principal of Latitude Wealth Management, has been advising on financial matters for over a decade. You might even say he has financial planning in his DNA. Dan's family has been helping investors plan their financial futures since the early 1950s. His practice evolved from his parents' financial services business and his grandfather's insurance business, spanning over six decades of service to their valued clients. Many of his clients today represent the fourth generation in their family to work with a member of Dan's family toward accomplishing their most important financial objectives.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

Kennewick Pasco
Richland West Richland
Walla Walla

Social Networks

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