Why We Take the Long View

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

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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.

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Are We the Right Fit?

What are YOU looking for?

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News & Updates

LongView in the News and Market Updates

Bob’s Quest for a Retirement Savings Plan

Bob’s Quest for a Retirement Savings Plan

Posted by jstewart on Feb 16, 2017

By: Kirk Licata, CFP® Bob is 25 years old and is offered the opportunity to participate in a retirement plan with a new company he has just begun working for. Bob knows he should designate a portion of his income to be saved for retirement but doesn’t know how much he...

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2016 Year End Report: The Crowd Stays Bullish

2016 Year End Report: The Crowd Stays Bullish

Posted by jstewart on Jan 9, 2017

You know you’re deep into a longstanding bull market when you witness average pedestrians keeping one eye on the market tickers outside of brokerage houses to see when the Dow Jones Industrial Average has finally breached the 20,000 mark. Who would have imagined...

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December 2016

Posted by jstewart on Jan 4, 2017

In keeping with the holiday spirit of giving, LongView Wealth Management made a charitable donation on behalf of our clients, employees, and friends to the Community Actions Center, www.ourcac.org, a local organization that provides support to neighbors in need in the...

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