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.

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.

Are You Missing a Golden Opportunity?

Are You Missing a Golden Opportunity?

By: Jessica Engebretsen, CFP® Are you looking forward to your golden years? You should be, but you may be surprised to find out why. We are used to thinking of someone’s golden years as a “traditional” retirement, but just as the expectations of post-work life itself...

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2021 First Quarter Investment Market Report

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 infrastructure project should...

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COVID Relief From Congress

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...

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