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.
2021 First Quarter Investment Market Report
What a difference a year makes! Unlike the situation in the first quarter of 2020, U.S. stocks have posted healthy gains since January. There is optimism that the recent stimulus checks to consumers plus the proposed multi-trillion dollar...
COVID Relief From Congress
There’s a lot to consider in the new American Rescue Plan bill, beyond the fact that the government is sending checks to some American families. Although the bill is called a stimulus measure, it is better characterized as disaster relief. The goal is to help relieve...
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...
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