WEALTH BEGINS WHEN YOU TAKE THE LONG VIEW

A fee-based wealth management firm creating personalized solutions to help clients achieve financial security and wealth

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.

Meet the Team

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.

Our Services

Blog

The Cost of Volatility & Lessons from 2008

Today’s headlines scream bad news about big volatility in the stock market. We all love upward volatility, but downward volatility triggers fear and worry. However, volatility (both directions) is a completely expected part of investing. In fact, tolerating volatility...

Reflections on the Downturn

Let’s imagine for a moment that on your daily walk to work, your normal route takes you past a pawn shop that is known to display expensive jewelry. Over the past couple of days, you’ve noticed that the jewelry on display has been marked down—for reasons that you...

2021 Fourth Quarter in Review

THE QUARTER IN BRIEF The stock market kicked off the fourth quarter with a powerful rally in October and added to those gains into November until investors were blindsided by news of the emergence of a new COVID-19 variant and testimony by...

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Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MS, MO, MT, NE, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WV, WI, WY, VT.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisor Representatives of Longview Wealth Management, a Registered Investment Adviser. Cambridge and Longview Wealth Management are not affiliated.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Longview Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Longview Wealth Management