LONGVIEW Is a fee-based personal wealth management firm
bringing 32 years of extensive knowledge and experience in many
aspects of financial and retirement planning. Based in Atlanta,
Georgia, we create personalized solutions for individuals and
small businesses to help them pursue financial security and
wealth.
We offer one source, one perspective, one highly coordinated
and personalized plan, weighing each decision against a clearly
defined strategy based on your exact needs and financial goals.
We provide objective, independent, un-biased financial advice
that may simplify your life.
April 2012
• LongView Wealth Management was a sponsor of the 2012 Yaarab Shrine Circus held April 27 – May 6 at Jim R. Miller Park in Marietta. The circus offers reasonably priced and wholesome family entertainment with free admission for the elderly and underprivileged children and raises money for the Shriners Hospitals for Children®. March 2012
• Jim and Cathy Bolton welcomed their 5th grandchild when their beautiful granddaughter, Chloe, was born on Sunday, March 25.
>• Carmen Nicastro has assumed the position of Wes Bigler’s Senior Planning Associate. He will assist Wes in the running of his practice and work directly with his clients.
• Susan Ganser, who was an Independent Advisor, has now begun her new role as a Staff Advisor at LongView. Jessica Engebretsen will assist Susan as her new Planning Associate.
• Kris and John Dwyer hosted a wine tasting at their home to benefit the outreach programs of Good Moves Dance Company, an organization that teaches children ballet and modern dance, thus letting them experience the thrill of performance and helping them develop an appreciation for the arts.
WEEKLY NEWSLETTER
Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.
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