A complete list of active advisors currently associated with Longview Wealth Management, LLC
Warmer can help you find a great advisor at Longview Wealth Management, LLC or one who fits your needs even better.
Longview Wealth Management serves individuals and families—with a majority of its clients described as high‑net‑worth—along with trusts and retirement plans for business owners, offering discretionary portfolio management, comprehensive financial planning, and retirement‑plan advisory services. The firm bills on a percentage‑of‑assets basis and incorporates tax considerations and financial‑planning work into its ongoing asset management engagement. Its investment approach emphasizes global strategic asset allocation and diversified, long‑term portfolios constructed primarily with low‑cost exchange‑traded funds and mutual funds, implemented through customized investment policy statements. Accounts are managed on a discretionary basis with regular monitoring, at least quarterly review and rebalancing as needed to align with each client’s objectives, time horizon, and risk tolerance. Distinctive features include an operational affiliation with Cherry Tree Wealth Management—an uncommon arrangement among peers—where the firm’s principal allocates significant time and the two firms report similar investment strategies; Longview discloses this dual role and related time allocation as a potential conflict. The firm also offers participant educational workshops for retirement plans and maintains insurance licensure to recommend life, long‑term care and fixed annuity products, though it reports limited insurance sales activity and describes disclosure and other policies to mitigate related conflicts.
To learn more about the advisors currently working at Longview Wealth Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Orono, MN
| 12
|
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