Longhouse Wealth Management

Longhouse Wealth Management is a registered investment advisory firm dedicated to helping individuals achieve their financial goals. We believe that financial planning should be personalized and tailored to each client's unique needs and aspirations.

Who We Are

Dean Ferraro and John Ferraro are experienced investment advisor representatives licensed in California and Texas. With extensive knowledge in financial planning and investment strategies, they provide personalized guidance to clients in navigating the complex financial landscape.

Our Services

Our comprehensive services encompass various aspects of wealth management, including:

Retirement Planning

• Developing personalized retirement plans to maximize your retirement savings and ensure a comfortable post-career life.
• Assisting you with withdrawals and distribution options upon retirement.
• Guiding you through complex rules and regulations surrounding various retirement plans.

Investment Management

• Developing a tailored investment strategy based on your individual risk tolerance, goals, and aspirations.
• Implementing a diversified portfolio of stocks, bonds, and other assets to optimize returns and mitigate potential losses.
• Regularly reviewing and adjusting your portfolio to ensure it aligns with your evolving financial goals.

Financial Planning

• Creating a comprehensive financial plan that encompasses your financial goals, investments, and spending habits.
• Identifying potential risks and developing strategies to mitigate them.
• Providing guidance on estate planning, insurance coverage, and tax optimization.

Beyond Numbers

We understand that financial planning is about more than just numbers. We take a holistic approach, considering your unique values, aspirations, and personal circumstances. We work collaboratively with you to create a plan that aligns with your individual circumstances and empowers you to make informed financial decisions.

Our Commitment

At Longhouse Wealth Management, we value open communication, transparency, and personalized attention. We are committed to building strong client relationships and providing ongoing support throughout your financial journey.