LongView Wealth Management

Who We Are

We are a fee-based personal wealth management firm with a rich history spanning over 35 years. Our extensive knowledge and experience enable us to provide objective and unbiased financial advice, simplifying our clients' lives and guiding them toward their goals. As registered investment advisor representatives, we are committed to acting as fiduciaries, always prioritizing our clients' best interests. Our dedicated team, based in Atlanta, GA, serves clients nationwide while maintaining a small-town feel and strong community ties.

Our Mission Statement

Our mission is to develop long-term financial plans that empower individuals, families, and future generations to create lasting wealth and financial stability. By fostering a collaborative relationship with our clients, we integrate all aspects of their financial lives, ensuring a comprehensive approach to wealth management.

Our Services

*Personalized Wealth Management*

We specialize in creating tailored wealth management strategies that align with our clients' unique visions and goals. Our long-term focus allows clients to build real wealth and foster financial stability.

*Financial Planning and Analysis*

Our team gathers essential information, analyzes our clients' financial needs, and develops all-encompassing plans that consider every aspect of their financial lives.

*Investment Management*

As a registered investment advisor, we offer professional investment management services, constantly monitoring the market and adjusting portfolios to maximize returns and minimize risk.

*Retirement Planning*

Our retirement planning services help clients prepare for their golden years by creating a clear path toward financial independence and stability.

*Estate Planning*

We work closely with our clients to develop estate plans that protect their assets and ensure their wishes are carried out, providing peace of mind for both our clients and their families.

*Tax Planning*

By leveraging our expertise in tax planning, we help our clients reduce their tax liabilities, allowing them to retain more of their hard-earned wealth.

*Risk Management*

We assist our clients in identifying and mitigating potential risks to their financial well-being, ensuring that their wealth management strategies are robust and resilient.

Our Commitment to You

As a firm, we hold ourselves to the highest ethical standards. We are not affiliated with any quotas or agendas, ensuring that our advice is always in our clients' best interests. Our commitment to always acting in our clients' best interest is enshrined in our fiduciary oath, making us a trusted partner in navigating life's financial journey.