Who We Work With

At LongView Wealth Management, we work with a wide variety of clients who are looking for a partner to collaborate with to work towards achieving their financial goals. We specialize in working with many of the following types of clients.

  • Individuals and Families: We work with families of all sizes and structures, helping them create a comprehensive financial plan that meets their unique needs.

  • Business Owners: We understand the unique challenges business owners face and work with them to create a financial plan that helps them towards achieving their business and personal goals.

  • Pre-Retirees and Retirees: We specialize in helping individuals develop sound retirement strategies and navigate the challenges of retirement.

  • Single, Widowed, and Divorced Women: We understand the special financial considerations that these groups face and work with them to create a plan that addresses their unique needs.

  • People who want a partner/advisor to collaborate to achieve their goals: We work with collaborative clients who like delegation and want to work closely with an advisor to help them towards achieving their financial goals.

Our team of experienced advisors is dedicated to providing personalized, hands-on service to help our clients simplify their lives and work towards accomplishing their goals.

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