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.
By: Kirk Licata, CFP® As small business owners across the country begin gearing up for their annual pilgrimage to their accountant’s offices, there is a new deduction that could have a major impact on their wallets: the qualified business income deduction. As a...read more
This was the year the long, seemingly endless bull market came to a crashing halt--and U.S. investors finally, for the first time since 2008, experienced the normal definition of a bear market (down 20% from the S&P 500's all-time high on September 20). The...read more
By: Kirk Licata, CFP® Seven in ten people who suddenly receive a large sum of money will spend it all within just a few years.1 An inheritance, an employee bonus, lottery winnings – all are typically quickly spent. According to psychologists and behavioral finance...read more