Latitude Wealth Advisory

A private wealth advisory practice of Ameriprise Financial Services, Inc.

Our Approach: As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. Areas of Focus: Small Business Estate Planning Tax Planning Strategies Employee Stock Options Retirement Planning Strategies Investments Insurance Retirement Income Strategies Education: David C. Provenzano, CFP® Private Wealth Advisor M.B.A., 2000, Oklahoma State University, Tulsa B.S., 1987, finance and accounting, Oklahoma State University, Stillwater David Provenzano is licensed and registered to conduct business in OK. Based on licenses and registrations I hold, I may also conduct business in WI, MA, FL, AR, TX, KS, PA, AK, WA, MI, IL, NE, OR, IN, CO. AR License #1648466 Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

Our forefathers sacrificed & risked everything signing the Declaration of Independence. Have a safe & happy Independence Day as we celebrate this great nation!

Our practice is proud to be part of Ameriprise, which has a 125-year tradition of putting clients first. We are grateful to you for including us on your journey to reach your financial goals. Thank You!

forbes.com

5 Money Mistakes That Recent Grads Make

For the recent college grads in your life, here are some tips to help them avoid overspending and start “adulting.”

forbes.com Since most universities don’t provide financial literacy education, college graduates are left with little to no knowledge when it comes to managing their money. For those of you that have recently entered the real world, avoid making these mistakes and you’ll already be ahead of the game.

Happy Father’s Day to all the dads out there! This is my father and me in Sicily back in 2005 exploring the land where his father was born. My father taught me how to provide and make prudent financial decisions in addition to hard work, dependability, and the importance of family. Love You Dad, thanks for all you do.

usatoday.com

Do you plan to retire by 50? Great, but can you cover your health care?

If your goal is to retire early, you may be too young for Medicare. Learn about options that could help bridge the healthcare gap for younger retirees.

usatoday.com Don’t let health insurance derail your early retirement. Without a job or Medicare, what health care options remain? A handful, it turns out.

ameriprise.com

Reasons to consider an early 401(k) roll over

Rolling over your 401(k) while still working could help you manage your retirement savings more effectively. Learn more about your options and let’s connect to discuss.

ameriprise.com Learn how in-service distributions could help you better manage your retirement savings.

Thank You to all those who sacrificed and served. Wishing everyone a safe and enjoyable Memorial Day Weekend and praying for those affected by the storms and floods.

- Great Hall at Ellis Island Nov. 2018

Happy Mother’s Day to all the moms out there. My mom taught me not only unconditional love, but also the love of music (I still break out in song), and the love of adventure and travel (I can’t keep up with her!). Love you mom!

ameriprise.com

Downsizing your home

Have you thought about where you’ll live in retirement? Together, we can talk through different scenarios and discuss the impact each could have on your financial goals.

ameriprise.com Review these tips to help determine what type of retirement housing is best for you.

Latitude Wealth Advisory

cnbc.com

Americans are more confident about saving for retirement, CNBC survey finds. But worries remain

Putting a plan in place could go a long way toward having financial peace of mind – and helping you reach your goals. Let us help you create a personalized strategy!

cnbc.com Despite more confidence among retirement savers, their ability to put away enough ranks as the top personal finance concern, a CNBC survey finds.

finance.yahoo.com

An IRA tax hack for retirees 70 and over

For those 70 ½ or older, a qualified charitable distribution from a retirement account could mean a lower tax bill. Talk with your tax advisor to see if this is an option for you.

finance.yahoo.com With the new tax law changes all but wiping out itemized deductions, filers are looking for any ways they can to catch a break. Account holders over the age of 70 1/2 are subject to RMDs — required minimum distributions — which is the amount they’re obligated to withdraw from their tax-deferre...

ameriprise.com

Top 5 money habits of happy couples

Want to achieve financial harmony as a couple? We can help guide the conversation.

ameriprise.com Couples who are happiest about their finances stay on the same page with these communication practices.

Today and every day we respectfully honor the legacy of Rev. Martin Luther King, Jr.

Latitude Wealth Advisory

Happy New Year!

newsroom.ameriprise.com

Market Turmoil Leaves Investors Wondering What’s Next? | Ameriprise Newsroom

As markets react to a variety of factors, including the Fed’s rate hike last week, US government shutdown, trade war and Brexit, here’s why investors should still maintain a long-term focus on goals, according to Ameriprise Chief Market Strategist David Joy.

newsroom.ameriprise.com Despite the recent volatility, the economy remains sound. Read analysis on the factors behind market conditions and potential outcomes.

cbsnews.com

George H.W. Bush: Remembering the 41st president of the United States

On this National Day of Mourning, we pause to remember the life and legacy of former President George H.W. Bush.

cbsnews.com Former presidents and others look back on the life of President George H.W. Bush, who passed away Friday

newsroom.ameriprise.com

Is the Fed Ignoring Signs of Rising Risks and Slowing Growth? | Ameriprise Newsroom

The Fed is expected to raise the overnight rate in December and has planned three more rate hikes in 2019. But markets are telling the Fed to slow down. Our Chief Market Strategist David Joy explains.

newsroom.ameriprise.com The Fed and markets are trying to reconcile strong domestic economic conditions with rising risks.

We would like to thank all those who sacrificed by serving, home and abroad, for our freedom and this great country.

Happy Halloween from our newest (and possibly cutest) intern!

When you break down your big financial dreams into manageable goals, they feel more attainable.

ameripriseadvisors.com

The S&P 500 Index makes a big change

Upcoming changes to the S&P 500 Index are considered significant by investment experts. Here’s what to know about the transformation.

ameripriseadvisors.com Big changes are coming to the S&P 500 at the end of September. Find out which S&P 500 sectors will be affected and what this means for investors.

Latitude Wealth Advisory's cover photo

First picture with the new sign! Kaylee got to come work with me today.... future Financial Advisor?!

As most people know, I love to travel and see new things! A vacation can be a valuable outcome of careful planning. Let’s discuss incorporating a travel fund into your financial goals to maximize your memories!

When you plan financially for both the expected and the unexpected, life’s storms can be easier to navigate.

Happy Father’s Day to all the dads out there! My father taught me the value of hard work, providing for your family, and how to balance hard work and play.....

Many retirees launch encore careers or take up hobbies they always wanted to try. As you approach retirement age and beyond, what will you do to stay young at heart?

We are excited to be involved with Riverwalk Rally 2018 being held this Saturday! It’s a fun event for all ages benefiting The Tulsa Vet Center, The Forge of Honor, and Therapetics.

Happy Mother’s Day! We got to spend time with the newest mom in our family and got to see Adelina Rose too! Hope everyone is having a great weekend.

What does financial success look like to you? The answer most people gave might surprise you, according to our new “Ages, Stages & Money” study. See what you can do to help feel more confident about your financial future.

Ameriprise Research: S&P 500 earnings per share are on track to post Q1 YOY growth of 24.6% and revenue expansion of 8.2%. In our view, solid fundamentals support stock prices; but don’t ignore the threat of current trade and geopolitical risks.

money.cnn.com

3 tax saving strategies if you're tired of losing money to Uncle Sam

If you find you owe the IRS after you file taxes this year, here are 3 ideas that may help lower your bill in the future. Having a long term tax strategy and help you minimize what you might owe.

money.cnn.com Sick of having the IRS get its hands on your money? Here's how to fight back.

When my granddaughter comes to visit one of the first things she asks is, when can I come to work with you grampa? She loves it, and we love having her here! I started taking pictures from the beginning.... can’t believe she is 10 today! Happy Birthday Kaylee!

The new office space is almost complete. We are settling in and will be hosting an open house in the near future! We will post details soon.

marketwatch.com

Why this could be one of the best ways to invest in America’s future

Helping younger generations understand the importance of saving early for retirement could help ensure their financial well-being, as well as our nation’s.

marketwatch.com Strengthen retirement security by reaching young people early.

I was in Minneapolis last week to welcome my new granddaughter into this world. We got out before the big game, but got to see some of the festivities. It was a little crazy, not to mention cold!

People are living longer, which means you may need to save more to match your lifespan. We can help you plan for your full retirement.

Latitude Wealth Advisory's cover photo

forbes.com

How To Restructure Your Investments For Retirement

Structuring your finances in retirement will be different from your working years. Here are some ideas to consider.

forbes.com An Ameriprise Financial executive offers ways to manage investments for retirement when it's time switch from saving to spending.

Although these pictures were during construction, we have officially moved in! We are in the same building, just down the hall.... Suite 250. We are very excited and the final touches should be done over the coming weeks!

We are in the process of building out our new space! Same building, different suite. We will keep you updated on progress and our official move in date!

ameriprise.com

Guide to risk tolerance, asset allocation & maintaining a diversified portfolio

Understanding risk tolerance can help you adjust your portfolio to fit your long-term strategy. I can help you assess your risk profile.

ameriprise.com Most investors fall into one of five different risk categories. Learn your risk tolerance category here.

We'd like to thank all those that came out and volunteered at Safari's Wildlife Sancuary. We had a great time and got to see some really cool animals.

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Location

Telephone

Address


7712 S Yale Ave, Ste 250
Tulsa, OK
74136

Opening Hours

Monday 08:30 - 16:30
Tuesday 08:30 - 16:30
Wednesday 08:30 - 16:30
Thursday 08:30 - 16:30
Friday 08:30 - 16:30
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