Longview Wealth Management, LLC
Longview Wealth is an independent (no bias towards parent company products), fee-only (no commissions or conflicts of interest), registered investment advisory (RIA) firm (fiduciary duty to always act in the client's best interest). Longview Wealth has been selected as a "5-Star Wealth Manager" by Minneapolis/St. Paul Magazine and Twin Cities Business Magazine. This award is given to less than 7% of the wealth managers in the Twin Cities. Click HERE for video
Mission Statement
We provide unique wealth management services to help our clients simplifytheir financial lives and give them financial security and peace of mind.
We know how to help you:
1. Successfully reach your retirement dreams.
2. Simplify your financial life.
3. Get financial security.
4. Get peace of mind and confidence in your future.
5. Enjoy your life more fully.
"We are saving people FROM the financial services industry, one
investor at at time!"-- Keith Tufte
Our experience and expertise, investment products, fee-only business structure, investment strategies, and service are different and we think better than what other advisors provide. Learn more about how these differences benefit our clients on the "Newsletters" page of this website.
Most investors today are only getting a fraction of the returns that are possible in the markets (many are getting only half the market returns or worse). These poor returns are often the result of poor advice or conflicted advice or no advice on investment strategy, risk, products, and costs.
To learn more about our New Client Process and/or to see our Investment Strategy Summary please click on the links at the bottom of this page.
Many people do not have the time, interest, discipline, or expertise to be successful investors on their own. We can help. Our target client is a professional, executive, business owner, charity/foundation or retiree with $500,000 to $25+ million in investable assets. We also help business owners improve and manage their 401(k) retirement plans.
Call Keith today at 952 906-1289 or e-mail keith@longviewwealth.com to discuss your situation over the phone, to meet for lunch, to schedule a complimentary initial consultation, to get a Free 2nd Opinion Portfolio Review or to receive our free monthly e-newsletter Longview Insights on investing and wealth management.
Minimum Investment $500,000.