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Personalized Guidance
Kevion brings a personalized, relationship-focused approach to a broad wealth management platform. He aims to simplify the complexities of planning, so clients feel more confident about their financial future.
GreenRose Wealth Group
What do we do?
Kevion Latham provides personalized portfolio management and financial planning for individuals and families. He takes the time to understand each client’s unique goals and circumstances, creating thoughtful, customized strategies designed to support long-term success.
He focuses on helping clients navigate key financial decisions at every stage of life—from early career to retirement and beyond. He believes in building lasting relationships and staying actively engaged as life evolves, so plans can adapt to meet changing needs.
Who are we?
