Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.

Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work with you to design a personalized plan that aligns with your vision for the future. You'll get one-on-one guidance from a trusted Wealth Management Advisor who's supported by a full team of specialists. Whether you prefer to meet in person or the convenience of virtual appointments, we are dedicated to serving your financial needs.

Longhouse Wealth Management is a Registered Investment Advisory (RIA) firm located in beautiful Encinitas, CA. Hiring a good investment adviser is a smart move, 70% of millionaires use an investment adviser. Your most valuable commodity is your time. We meet with you to assess your current financial situation, future goals and design a plan that’s right for you! The rule of thumb is to hire an adviser when you can save 20% of your annual income or have saved over $100,000. We treat all of our clients as friends and family, not like account numbers on a spreadsheet. We believe in PEOPLE OVER PROFIT. If you make more money, so do we because we charge a low flat fee based on assets under management. As investment advisers, we abide by fiduciary standards and legal obligations to always act in your best interest. We also have a 5-star customer rating. Why? Because we’ll be your personal financial assistant Quick, 3-day turnaround on money redemptions/requests. Direct access to our management and investment officers. Someone to talk to in turbulent market times or when making a special request or change to your portfolio We also do RMDs, QCDs, tax loss selling, retirement account rollovers, closure & transfer of annuities, complex asset transfers, and 401k investment analysis. "The expertise you need, the personal financial assistant you deserve." Call now to become part of the LWM investment family!