Osaic – one of the largest providers of wealth management services in the nation – announced the addition of Latitude Wealth Advisors, a wealth management firm based in Hauppauge, New York. Latitude works with hundreds of families and businesses, representing $210 million in total client assets. The firm was previously affiliated with Ameriprise Financial and joined Osaic through Affiliated Advisors, one of Osaic’s largest enterprise offices of supervisory jurisdiction (OSJs).
Latitude’s partnership includes wealth advisors Robert Martino, CFP, ChFC, CLU, RICP, CRPC, CLTC, Jason Harris, MSFS, CRPC, Anthony Martino, CRPC, CLTC, RICP, and Mark Harris. The four founding partners have over 100 years of combined experience in helping clients meet their long-term financial goals by providing an individualized, disciplined, and comprehensive planning methodology combined with a team focused on responsive client service.
Along with their committed work with clients, each of Latitude’s partners is dedicated to charitable initiatives and giving their time and expertise to serve many non-profit organizations in their community.
Affiliated Advisors offers a comprehensive suite of business management, compliance, marketing, and investment advisory services and direct access to service professionals. Affiliated Advisors is known for efficient transitions, succession planning resources, and acquisition opportunities. By adding Latitude Wealth Advisors, Affiliated Advisors now serves over 100 advisors and 60 staff, representing over $4 billion in client assets.
KEY QUOTES:
“We were seeking a new partner for the next chapter of our growth, and Osaic and Affiliated Advisors provided the clearest choice based on the breadth and depth of their platform, combined with the personalized service, value-added resources and specialized experts.”
– Robert Martino
“We are thrilled to be providing Jason, Mark, Robert, Anthony and their talented team with the resources and technology to achieve their true growth potential. Latitude Wealth Advisors’ culture and commitment to their clients, as well as their extensive work with nonprofits, completely aligned with our values and the future of the industry.”
– Affiliated Advisors President Rita Robbins
“Latitude is a great practice run by an exceptional team. They came to Osaic for the flexibility to provide client-centric solutions and technology to enhance their clients’ experience while taking advantage of resources to streamline workflows. The team is also excited about joining a community of like-minded professionals where they can share best practices. We welcome Latitude to the family and congratulate Rita and her team at Affiliated Advisors for their ongoing success in attracting top-tier advisors and practices to the Osaic platform.”
– Kristen Kimmell, Executive Vice President Business Development, Osaic
