Who We Are
Founded in 1981, LongView Wealth Management is a fee-based personal wealth management firm bringing over 35 years of extensive knowledge and experience to the practice of financial planning and wealth management. We operate as a registered investment advisory firm and, therefore, serve as fiduciaries – acting in the best interest of our clients. We provide independent, objective, and unbiased financial advice to help our clients simplify their lives and accomplish their goals. We are based in Atlanta, Georgia, but we maintain offices in a number of different locations across Georgia and Colorado.
What We Do
We believe that personal wealth management can transform lives, families and generations. As a fee-based personal wealth management firm we have seen over and over again, that real wealth is built when clients resist the pressures of short-term thinking and reactive decision making. We work with our clients to learn about the visions and goals they have for their lives. We then translate those visions and values into comprehensive financial plan that integrates all areas of their financial lives.
Why You Might Elect For S Corp Taxation of Your Small Business
By: Nate Wilinski & Kirk Licata, CFP® Did you know that 20% of small businesses fail during their first year and only about half survive through their fifth year?1 Perhaps you’ve made it through a difficult start and have built a profitable business. Now it’s...
Maximizing your Social Security benefits
Written by: Michael B. McKay & Sarah Clayton Deciding when to start taking Social Security can be an emotional decision for clients. After spending decades paying into the program, many people feel they need to see their money as soon as possible; yet, prevailing...
August 2019 Update: Tariffs and Market Movements
Anybody who reads the headlines knows by now that the markets plunged on Monday August 5th. The S&P 500 fell 2.98% and is down 5.83% over the past five days. In the bigger picture, this is a pretty modest drop for a market that was up 17% so far this year. Some...
Sign up here to receive our monthly blog post in your inbox.
Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck.