Longview offers service models to fit your unique financial needs, based upon understanding your goals and values.

CapstoneService Model

Capstone
Service Model

This service model is designed for individuals, families, and organizations who typically have $750,000 or more in assets under our management and who are interested in both comprehensive financial planning and investment management.

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CornerstoneService Model

Cornerstone
Service Model

This service model is designed for young professionals who are building wealth and are looking for a personable, engaged, and knowledgeable partner to help build a financial life plan.

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Planning-OnlyService Model

Planning-Only
Service Model

Longview offers a limited number of planning-only engagements to clients who are interested only in financial planning without ongoing investment management.

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Investment-OnlyService Model

Investment-Only
Service Model

Longview offers investment-only engagements to clients who are interested only in investment management without ongoing financial planning.

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Our clients seek to make an impact through giving as part of their overall approach to wealth management. We do too.

Learn more about our approach to philanthropic consulting

We work with business owners, professionals, and retirees who think long-term and are interested in ongoing financial planning and wealth management.

Learn more about who we work with

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