Broker Check

Latko Wealth Management, Ltd. - Frankfort, IL

Email Us | (800) 469-8887 | (815) 469-8887

Yes, we are Fiduciaries!

Menu of Services

Latko Wealth Management, Ltd. provides a comprehensive range of investment services, including but not limited to:                                       

  • Fee Based Advisors 
  • Wealth Blueprint
  • Retirement and Estate Planning 
  • Client Seminars/ Educational Events 
  • Prenuptial and Divorce Financial Planning
  • Financial planning for business owners
  • Tax planning and strategies
  • Real Estate Consultation 
  • Collectibles Management 
  • Charitable Giving 
  • Social Security Assistance 
  • Buying/Leasing of automobiles 
  • Aircraft Leasing 
  • Insurance Evaluation 
  • Elder and Long Term Care 
  • Beneficiary Planning 
  • Family Support Issues
  • College Planning

Latko Wealth Management is a Registered Investment Adviser offering fee-based services (LPL Financial Custodian) by charging an annual fee based on the value of each client’s portfolio. Our philosophy: your success determines our success. This makes the financial goals of every client our primary concern. Thus avoiding the potential conflicts that clients can face when they are charged a commission on every trade and transaction.