WEALTH BEGINS WHEN YOU TAKE THE LONG VIEW

A fee-based wealth management firm creating personalized solutions to help clients achieve financial security and wealth

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.

A Moment of Weakness in a Year of Strength?

Is the bull market finally over? For the first time in nine calendar quarters, the U.S. investment markets delivered a negative overall return. It was only a slight decline, but the decline reminds us that markets can and do go down from time to time. After starting...

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2018 Tax Reform: What Will It Mean For Me?

By: Alex Bastron As you are undoubtedly aware, Congress voted for sweeping tax reform at the end of 2017.  By now, those tax cuts have been reflected in the stock market via an additional run-up in stock prices and in employee take-home pay.  While it is still very...

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Perspective on Current Market Events

It looks like the U.S. stock market will finally get something that happens, on average, about once a year: a 10+% percent drop—the definition of a market correction. One of the more memorable times this happened was a whopper—the Great Recession drop that caused U.S....

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