LONGVIEW WEALTH MANAGEMENT, LLC
LONGVIEW WEALTH MANAGEMENT, LLC is a prominent financial advisory firm that has been helping clients achieve their financial goals for over 15 years. They pride themselves on their expertise and personalized approach to financial planning and investment management.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans tailored to each client’s unique situation and goals.
- Offers comprehensive services, including investment management, retirement planning, tax planning, and estate planning.
- Works with clients to continuously monitor and adjust their financial plans as their circumstances change.
- Provides clients with access to a team of experienced and knowledgeable financial advisors and specialists.
Facts and Insights:
As of 2020, LONGVIEW WEALTH MANAGEMENT, LLC has over $1.5 billion in assets under management (AUM) and employs a team of 10 highly qualified advisors. Their track record of success and dedication to their clients has made them a top choice for individuals and families seeking financial guidance and wealth management services.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1.5 billion | 10 |
Financial Services Offered:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance and risk management
- Educational planning
Client Types:
LONGVIEW WEALTH MANAGEMENT, LLC serves a diverse client base, including:
- High-net-worth individuals
- Families
- Executives
- Business owners
- Retirees
Fees & Compensation:
LONGVIEW WEALTH MANAGEMENT, LLC operates on a fee-only structure, meaning they do not receive commissions or other compensation for recommending specific investments. Their fees are based on a percentage of AUM, ensuring that their interests are aligned with their clients’ success.
Background:
The team at LONGVIEW WEALTH MANAGEMENT, LLC is made up of highly experienced and credentialed professionals, including certified financial planners and chartered financial advisors. Their commitment to ongoing education and staying up-to-date on industry trends allows them to provide cutting-edge financial advice and strategies to their clients.
Financial Advisor Disclosures to Know:
LONGVIEW WEALTH MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They have a clean record with no disciplinary actions taken against them.