Founded in 1981, LongView Wealth Management is a fee-based personal wealth management firm bringing over 35 years of extensive knowledge and experience to the practice of financial planning and wealth management. We operate as a registered investment advisory firm and, therefore, serve as fiduciaries - acting in the best interest of our clients.
We provide independent, objective, and unbiased financial advice to help our clients simplify their lives and accomplish their goals. We are based in Atlanta, Georgia, but we maintain offices in a number of different locations across Georgia. We believe that personal wealth management can transform lives, families and generations.
We provide independent, objective, and unbiased financial advice to help our clients simplify their lives and accomplish their goals. We are based in Atlanta, Georgia, but we maintain offices in a number of different locations across Georgia. We believe that personal wealth management can transform lives, families and generations.
Services
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisor Representatives of Longview Wealth Management, a Registered Investment Adviser. Cambridge and Longview Wealth Management are not affiliated.
Retirement means something different to everyone, but making sure you are truly ready to take the leap is always critical. What's the best way to use Social Security and my investments for income during retirement?. A career path can take many twists and turns. Whether you are starting out at your first job, navigating income changes, or going out completely on your own, you will make critical financial decisions at every step.
As a client of LongView, you have several different options for viewing your accounts online. Please see the websites and descriptions below. Please contact your advisor for additional information or assistance. CIRStatements is a reporting tool that provides consolidated access to accounts held with your LongView advisor.
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