LATTANZI FINANCIAL SERVICES LLC

Overview

Lattanzi Financial Services LLC is a small, client-focused adviser that concentrates on portfolio management for individuals and small businesses while also operating insurance brokerage and accounting activities. The firm charges a percentage-of-assets fee and manages portfolios with a clear tilt toward exchange-traded equities and ETFs. Its book is predominantly discretionary, suggesting advisers have authority to implement strategy decisions on clients’ behalf rather than acting only in an advisory/relationship capacity. Given the firm’s service mix—investment management alongside insurance and accounting—its advice set is likely tax- and insurance-aware, with planning and execution that can combine investment portfolios, insurance solutions and bookkeeping/tax considerations for high-touch clients. The firm is not identified as an active ESG investor and does not report multistate adviser status, indicating a more locally concentrated practice model.

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Public Holdings

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Location & Offices