Through our Investment Philosophy, Long Wealth Management aims to understand the unique needs of each of our clients and to provide them with personalized investment portfolios that enable them to work towards sustainable growth and risk management through diversified investments allocated across multiple asset classes.
We are proud of our asset allocation process, and believe that it contains many significant improvements over traditional practices in the wealth management industry. But we are determined to keep on improving this process, and to build further on our 30 years of investment knowledge and skills. We also believe that our clients have the right to know the assumptions we make and the methods we use in arriving at the advice we offer.
We are proud of our asset allocation process, and believe that it contains many significant improvements over traditional practices in the wealth management industry. But we are determined to keep on improving this process, and to build further on our 30 years of investment knowledge and skills. We also believe that our clients have the right to know the assumptions we make and the methods we use in arriving at the advice we offer.
Services
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.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity. Sustainable investing is investing with the intention of generating a positive ESG impact alongside a financial return. LPL supports the growth and development of sustainable investing practices by providing education, insights, research, and solutions.
If you're like most plan sponsors, you have many demanding challenges competing for your attention. LPL representatives work with retirement plans every day, and they will help save you time and effort. LPL representatives bring the experience and tools that deliver value, help seek to improve participant outcomes, and help manage your fiduciary risks.
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