Investment Planning and Wealth Management


Longview, at its heart, is a financial planning firm. One that truly understands the role of investing in helping our clients as they seek to attain their long-term goals. As fiduciaries, we also understand that investing is only one piece of the puzzle and that only all of those pieces working together leads to financial security.

While Longview compares its investing results quarterly to various stock and bond indices, our real benchmark has always been helping our clients accomplish their goals. We know we need to take some risk to produce an effective return but we don’t take so much risk that they are uncomfortable or risk a “permanent impairment of capital.” Over the years, this thorough process has led us to our “Protect and Grow” strategy, assessing risk and return parameters, along with the appropriate costs and tax efficiencies of various investments. We purposefully choose asset classes that are global and non-correlated to traditional stock and bond portfolios, giving our clients better opportunities to succeed.