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.
The U.S. equity markets suffered a small setback in the first quarter, but the second quarter brought us back into positive territory. The Wilshire 5000 Total Market Index—the broadest measure of U.S. stocks—finished the quarter up 3.83% and is now in positive...read more
By: Jessica Engebretsen, CFP® You may (or may not) know that, for the last year, Kristen Visbal’s statue Fearless Girl has been facing down the famous Charging Bull statue of Wall Street. While she has certainly created her share of controversies, the depiction of a...read more