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

CapstoneService Model

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

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

Service Model

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

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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.

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

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