Longview offers service models to fit your unique financial needs, based upon understanding your goals and values.
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.
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.
Longview offers a limited number of planning-only engagements to clients who are interested only in financial planning without ongoing investment management.
Longview offers investment-only engagements to clients who are interested only in investment management without ongoing financial planning.