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.
2019 Third Quarter Report: Holding Tight in Choppy Waters
The latest three month returns in the U.S. and international stock markets can be viewed with two very different attitudes. The first is that many indices (though not all) produced a loss for the quarter, and where there were gains, they tended to be very small. On...
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...
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