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Blackwater Financial
Blackwater Financial provides on-demand financial advice for busy professionals. Led by Todd Latocha, CFP®, the firm simplifies finances and helps clients...
Overview
Blackwater Financial provides on-demand financial advice for busy professionals. Led by Todd Latocha, CFP®, the firm simplifies finances and helps clients build lasting wealth. It offers comprehensive planning across investments, insurance, taxes, retirement, and related areas for mid to late career professionals and business owners.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Miami
Corporate office
Chicago, IL, United States
Principals
Todd Latocha, CFP®
Founder and Certified Financial Planner
Sector focus
Frequently asked questions
Who runs investment decisions at Blackwater Financial?
Todd Latocha, CFP® serves as the founder and lead financial planner. He has a decade of experience in wealth management, having held roles as financial advisor, team leader, and director of financial planning before launching the firm (per firm website).
How does Blackwater Financial source proprietary deal flow?
The firm does not market itself as a source of proprietary investment deals. Blackwater focuses on comprehensive financial planning and investment strategy development for individual clients, not on sourcing or syndicating direct investments.
Does Blackwater Financial participate in fund commitments or only direct deals?
Blackwater Financial does not publicly report any fund commitments or direct deal participation. The firm's disclosed services are limited to client financial planning, investment management, tax planning, and related advisory services.
What investment stages does Blackwater Financial typically target?
The firm does not target institutional investment stages. Its stated focus is providing financial planning and investment strategy development for individual professionals, not deploying capital into private or public market investments on its own behalf.
Which sectors does Blackwater Financial avoid?
The firm does not publicly disclose sector avoidance criteria. Its service model is comprehensive across all asset classes relevant to individual client portfolios, but no specific sector exclusions are stated.
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