Why We Take the Long View

We believe that personal wealth management can transform lives, families and generations.

Learn More

Why You Should Take the Long View

Riding out the waves of today’s volatile global economy has never been more challenging. Downturns in overseas markets now have unprecedented impact on our own. Anyone who says they have “the answer,” should make you wary.

Learn More

Are We the Right Fit?

What are YOU looking for?

Learn More

News & Updates

LongView in the News and Market Updates

2017 First Quarter Report:  The Climb to New Heights Continues

2017 First Quarter Report: The Climb to New Heights Continues

Posted by jstewart on Apr 18, 2017

Are we in the late stages of a bull market—that time when the market suddenly takes off like a rocket for no apparent reason? Over the last eight years, the S&P 500 index has returned more than 300%. But the tail end of this run seems to have accelerated the...

Learn More

March 2017

Posted by jstewart on Mar 30, 2017

Jennifer Stewart, Samantha Pickering, and Karol Abernathy attended the 2017 Cambridge Women Advisors Forum, held March 12-14 in Savannah, GA. The Conference provides a setting for women advisors to share ideas, connect, and learn.

Learn More
LongView: Fiduciary Before Fiduciary Was Cool

LongView: Fiduciary Before Fiduciary Was Cool

Posted by jstewart on Mar 8, 2017

By: Kris Dwyer, CFP®, CDFA Have you ever noticed our business cards? A graphic artist’s nightmare, our cards are loaded with precise titles and six lines (I just counted) of required disclosures, all with the good intentions of helping you understand where we fit in...

Learn More
View More News and Updates