Latitude Wealth Advisory

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


David Provenzano

David Provenzano

Private Wealth Advisor

Business Financial Advisor
Visit David Provenzano's website


Chandler Cullip

Administrative Assistant