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 Year-End Investment Market Report
We have just completed the final quarter, not only of the year but also the decade, so it's as good a time as any to reflect on the market behavior for the past year and also for the past 10 years. The short version is that we have experienced a bull market for the...
Main Street vs Wall Street
The following article was written by Bob Veres, prominent author, publisher, and commentator in the financial advice industry. In the article, Bob discusses some of the differences between a financial advisory relationship at a smaller planning office and a large...
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...
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