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Alta Wealth Management
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Alta Wealth Management
205-639-9117
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Understand Your Options

Informational content to aid you in making
decisions about insurance and retirement planning:

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download a PDF file of our resource documents:

Client Info Workbook
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Rule of 100
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Alta Wealth Management

1625 Gilstrap Ln NW
Atlanta, GA 30318
205-639-9117
m.latta@iamswm.com


Form CRS – Client Relationship Summary

Our Location
Navigation
  • Home
  • About
  • Our Process
  • Services
  • Resources
  • Fiduciary vs. Broker
  • Contact
  • Find Your Financial Strategy
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  • Annuities and the Indian American Immigrant
  • Annuities and the Indian American Immigrant – Thank you
Alta Wealth Management
1625 Gilstrap Ln NW
Atlanta, GA 30318
205-639-9117
m.latta@iamswm.com

Form CRS – Client Relationship Summary
Our Location

Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and Alta Wealth Management are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice.

Information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.

Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.

Recognition from the third-parties should not necessarily be viewed as a measure of customer satisfaction with an investment advisory firm. Third-party rankings do not guarantee future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance.

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