Longview Wealth Management, LLC
Longview Wealth Management, LLC is an independent (no bias towards parent company
products), fee-based (no commissions or conflicts of interest on investment products), registered
investment advisory firm (fiduciary duty to always act in the client's best interest). Keith Tufte has
been selected as a "5-Star Wealth Manager" by Minneapolis/St. Paul Magazine and Twin
Cities Business Magazine for 2016, 2017, 2018, 2019, 2020, and 2021.
We provide unique wealth management services
to help our clients simplify
their financial lives and give them financial security and peace of mind.
My mission is to save people from the financial services industry, and from themselves, one family at a time.
We know how to help you:
1. Successfully reach your retirement dreams.
Simplify your financial life.
3. Get financial security.
4. Get peace of mind and confidence in your future.
Enjoy your life more fully.
"We provide independent, objective,
experienced advice" - Keith Tufte
Our experience and expertise,
investment products, fee-based 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 Client Relationship Summary (Form CRS) 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 $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 952-465-1785 or e-mail
firstname.lastname@example.org 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.
Keith Tufte is also affiliated with Cherry Tree Wealth Management, LLC. See www.cherrytree.com.
Longview Wealth Management, LLC is a
registered investment adviser. The advisor may not transact business in states where it is not appropriately registered,
excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions
in securities, or the rendering of personalized investment advice for compensation, will not be made without registration
Minimum Investment: $1