Categories
Wealth Management
About Us
Independent Wealth Management Firm.
At A.I.D. Wealth Management, we believe that amid an ever-changing investment landscape, investors will want to work with and confide in a firm that will consistently guide them through the intricacies of investing and financial planning. It is our mantra of core values that we believe our clients will want to see as part of a firm that they will work with for life. We are committed to helping you work toward your unique financial goals, providing unparalleled service, creating a long-term trusted relationship and placing your interests first at all times.
Highlights
- INVESTMENT ADVICE
- RETIREMENT PLANNING
- INSURANCE NEEDS ANALYSIS
- DEBT MANAGEMENT
- CASH FLOW PLANNING
Rep/Contact Info
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View Personal Bio
Ms. Marti M LaTour
Marti LaTour is Director of Marketing for the A.I.D. Group, a wealth management firm. She is also a limited partner of BELLE Capital, LP, a women’s angel fund that invests in women owned or run start-up companies. Marti previously served as a Vice President Wealth Advisor at BMO Private Bank and as a Vice President and Financial Advisor at Bernstein Global Wealth Management. Marti carries Series 7 and 66 licenses. Prior to the financial industry, Marti was Vice President of the Florida Division of PepsiAmericas, where she directed a 640-person sales operation and was a founding member of the firm’s Diversity Advisory Council. Active in the community, Marti has been listed in Florida Trend magazine’s “Must-Know Contacts” of Palm Beach County.