Long Wealth Management is an independent financial service organization. Our advisors develop and implement comprehensive financial plans for closely held companies, professionals and individuals. We seek to help take full advantage of all tax and growth opportunities.
We are dedicated to providing comprehensive financial and estate planning services to our clients. We will not recommend any course of action or any type of financial product until we are fully aware of the clients goals and objectives — and then only when we are convinced that the recommended action or product is suitable as a long-term strategy. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk-taking capacity.