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.
2022 Third Quarter Market Report: The Slow Drip
Remember that nice little rally from mid-June until somewhere around mid-August, when the market returns seemed to be moving us out of bear market territory? We don’t either; that little upturn seems like a long time ago. The six weeks from mid-August to October...
2022 Second Quarter Investment Market Report
The bad news in the investment markets continued for the second quarter of 2022. U.S. stocks entered true bear market territory in the middle of the quarter and finished with the worst first six months' return since 1970. Meanwhile, bond rates rose, causing bond...
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...
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