Longview Wealth Management, LLC
Longview Wealth is an independent, fee-only, registered investment advisory (RIA) firm. Longview Wealth has been selected as a "5-Star Wealth Manager: Best in Client Satisfaction" by Minneapolis/St. Paul Magazine and Twin Cities Business Magazine. This award is given to just 7% of the wealth managers in the Twin Cities.
Mission Statement
We provide unique wealth management services based on a long-term trust-based partnership with our clients to help them simplify their financial lives and give them financial security and peace of mind.
Why Are We in Business?
At Longview Wealth Management, LLC we have created an independent firm built purely for the best interests of the clients. We bring the most current thinking and strategies from the professional institutional investment management business to individuals and families to significantly improve their returns and wealth over time. We take the “long view” for our clients looking forward with them as well as extensively researching the history of the financial markets to determine which investment strategies and products actually work and which do not. We use the investment strategies and products that have worked successfully over time, focus on maximizing our clients returns (after including investment costs and taxes), use the appropriate amount of risk for each client, and do everything in the best interest of the client. We act as our client's own personal "CFO" and give them confidence and peace of mind about their finances and their future. We take the "longview" in building long-term relationships with our clients.
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.
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 $1 million 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, to schedule a complimentary initial consultation or to receive our free monthly e-newsletter Longview Insights on investing and wealth management.
Minimum Investment $500,000.
