Welcome To Latko Wealth Management
Welcome to the Latko Wealth Family
In a world full of many choices, we want to thank you for putting your trust in Latko Wealth Management. We look forward to working with you for many years to come and please, never second guess reaching out to our office with any questions or concerns. No question is too big or too small. Remember, watching your dreams unfold is one of our greatest pleasures.
Activating your profile
In this video we will walk you through activating your new Account View Profile. If your accounts are not yet funded, it will allow you to set up the profile but may show you an error message when trying to login. If you have any questions, please give us a call at (815) 469-8887, as we are always happy to help.
Going paperless!
If you’re interested in receiving paperless Statements and Tax Forms this video will show you exactly how to do that. Even if you go paperless you will still receive quarterly paper statements in the mail which is required by law.
Where to find Statements & Tax Documents.
Looking for old or current Statements and Tax Documents? Your profile holds them all and this video will show you where you’re able to locate and download any Statments or end of year Tax Documents.
