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 is an independent advisory firm that serves high‑net‑worth individuals and families as well as retirement plans for business owners. The firm provides discretionary portfolio management, comprehensive financial planning, retirement plan (401(k)/pension) consulting, and access to insurance products through its insurance‑licensed representative. The firm’s investment approach centers on global strategic asset allocation and Modern Portfolio Theory, emphasizing diversified, long‑term portfolios built mainly with low‑cost exchange‑traded funds and mutual funds. Accounts are managed on a discretionary basis with ongoing monitoring, quarterly reviews, and rebalancing guided by a written investment policy statement tailored to each client. Distinctive elements include an affiliation with another registered investment adviser and the principal’s concurrent role at that affiliated firm, as well as an explicit practice serving corporate retirement plans — including IPS preparation, ongoing monitoring, and participant educational workshops. The firm manages roughly $127 million across a small number of client relationships, which supports a highly customized service model and selective client intake.

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
Keith Tufte	Orono, MN	12

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