Latz Wealth Care Corp.

Personal Wealth Advocate

Ron Latz, CPA, MBA, DMM

(914) 560-6184


A personalized service designed to meet the needs of individuals and families who are unable to manage their household finances. Whether you are elderly, incapacitated, divorced, widowed, or just too busy, we can help you manage your financial health.

Why Choose Latz Wealth Care?

Ron wants to be your trusted guide to manage your finances and eliminate your financial stress. Then you can focus on the things that matter most to you without feeling the burden of taking on responsibilities that overwhelm you.

His attention to detail of underlying documents will put you at ease regarding the work that your financial, tax, and legal advisors expect you to do. This will make your meetings with them more efficient and save you time and money.

Ron’s expertise, patience, and commitment to helping you manage your financial health and wealth make him the ideal choice to ease your way through this challenging journey.

About Ron Latz, Founder

Ron is a financial executive with a successful 38 year business career in financial planning, reporting and analysis, asset valuation, project and systems management, and capital modeling. 

Having seen the difficulties his aging and ailing parents and in-laws faced in keeping up with their daily financial chores, Ron was able to greatly reduce their stress and give them peace of mind by managing all the paperwork, bill paying, investments tracking and tax filings to keep them current.

Ron's involvement eliminated their overwhelming fear around their financial responsibilities and allowed them to enjoy their lives instead of feeling bogged down and pressured.

Services Offered

  • Prepare monthly statement of assets (what you own) and liabilities (what you owe) to calculate your net worth
  • Conduct independent reviews of investments, to help you understand the fees being charged
  • Review and reconcile monthly expenses and bills, to ensure they are reasonable and what you expect
  • Optimize bill payment process, so you pay your bills on time and can manage the paperwork
  • Interface with your financial, tax and legal advisors and organizations for any information they request to manage your relationship
  • Provide an ongoing financial analysis of your estate plan
  • Organize important financial documents such as your records for tax preparation and estimated tax payments

Insured and a Member of:

American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
American Association of Daily Money Managers

Contact:

LinkedIn
ron@ronlatz.com
(914) 560-6184