A complete list of active advisors currently associated with Longhouse Wealth Management

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

Longhouse Wealth Management provides discretionary portfolio management and investment education to individuals, high‑net‑worth clients, families, trusts, business entities, and retirement plans. As a small advisory firm, it manages approximately $7.25 million across roughly 49 client relationships and offers community-facing educational content and events. The firm tailors portfolios to each client’s objectives, time horizon, risk tolerance, liquidity needs, and tax considerations, employing asset allocation across individual securities, ETFs, mutual funds, REITs, and fixed income and, when appropriate, options for risk management. Investment management is generally delivered on a discretionary basis, with asset‑based advisory fees billed monthly through the client’s custodian (currently Interactive Brokers) and ongoing monitoring and rebalancing. Noteworthy distinctions include disclosure of an affiliated tax‑preparation and tax‑planning business (Authoritax) operated by a firm principal, which the brochure identifies as an outside business activity and potential conflict of interest, and a stated focus on serving Native American individuals, families, tribes, and Native‑owned businesses. The firm also regularly offers seminars, workshops, and published educational materials to clients and the public, services the brochure treats as general education rather than individualized investment advice.

To learn more about the advisors currently working at Longhouse Wealth 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.