A complete list of active advisors currently associated with Longevity Capital Management

Warmer can help you find a great advisor at Longevity Capital Management or one who fits your needs even better.

Longevity Capital Management provides fee-based investment management, comprehensive financial planning, qualified retirement plan consulting, and project-based investment consulting to private individuals (including high‑net‑worth and non‑HNW clients), trusts, estates, and plan sponsors. The firm serves a relatively small client base through a compact advisory team and offers both standalone planning and combined advisory arrangements for clients who consolidate assets. The firm applies a tactical allocation strategy across discretionary and non‑discretionary mandates, employing listed equities, fixed income, mutual funds, options, structured notes, and cash positions used at times as a hedge. It may engage unaffiliated money managers for specialized mandates, pursues sector weighting and tax‑harvesting actions when appropriate, and integrates non‑securities advice and an online estate‑documenting platform into its planning services. A distinguishing feature is that the firm sponsors a wrap fee program—where advisory and execution costs are bundled and brokerage services are provided through a major custodian—which is relatively uncommon among similar supported firms. The firm also offers ERISA‑focused retirement plan consulting and notes that its principal holds insurance licenses, a relationship disclosed in the brochure as a potential conflict when insurance products are recommended.

To learn more about the advisors currently working at Longevity Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.