Latshaw Wealth Management

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  ROLLOVER CENTER

 

Looking for a Financial Advisor?

All the expertise in the world is no substitute for a close working relationship and ongoing exchanges of information and ideas. With this in mind, I tell my clients to consult with me if they ever have questions or concerns about their personal finances.

The old adage, "failing to plan is planning to fail," couldn't be more true in today's markets. Hoping you'll have enough money for retirement or your child's education isn't a plan. It's wishful thinking.

I have been helping people with their investment planning needs for over 30 years. Give me a call at (410) 323-5000, and I can help you too.

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Financial Advisor Baltimore Maryland
Scott A. Latshaw   
     PRESIDENT          
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LATSHAW WEALTH MANAGEMENT

Securities offered through Stifel Independent Advisors, LLC

Member SIPC & FINRA  A subsidiary of Stifel Financial Corp.

Home Office: One Financial Plaza · 501 North Broadway · St. Louis, Missouri 63102 · (314) 342-4051

 

Investing involves risk including the possible loss of principal invested.

 

Check the background of this investment professional on FINRA's BrokerCheck

 

Decisions to roll over or transfer retirement plan or IRA assets should be made with careful consideration of the advantages and disadvantages, including investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and your unique financial needs and retirement planning.  Stifel Independent Advisors, LLC does not offer tax advice.  You should consult with your tax advisor regarding your particular situation as it pertains to tax matters.