Financial Advisory Services
Manta has 14 businesses under Financial Advisory Services in Encinitas, CA
Featured Company Listings
CLAIMED
Investment Management
Investment Education
Financial Advice
Wealth Management
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!
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
All Company Listings
CLAIMED
Investment Management
Investment Education
Financial Advice
Wealth Management
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!
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
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