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.
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.
GameStop: Gambling vs. Investing
The financial media took a brief break from predicting everything that will happen in 2021 (don’t laugh; it’s their yearly habit) to bring us the engaging story of how masses of small amateur investors managed to bid the share prices of three largely-unprofitable...
2020 Year-End Investment Market Report
It would be hard to imagine a stranger year in the U.S. investment markets, or one that did a better job of defying logic, than the year just passed. After the dramatic market collapse that began on February 20 and saw a 13% drop in the month of March, the U.S....
2020 Third Quarter Investment Market Report
The investment results in September were certainly nothing to brag about, but overall the markets have done something interesting: large cap indices are up while small and midcap stocks have posted modest losses. Given the persistent decline in the U.S. economy and...
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