Real Relationships
Working with cool, interesting people is a privilege. That’s how we feel about our clients. They’re adventurous, kind, and engaging. It’s an honor to truly be a part of their lives.
Real Advice
Acting as your financial advocate means helping you take action toward your goals. Our customized approach is built to provide guidance in every aspect of your life that touches your finances.
Real Financial Planning
At Longwave, we sit at the center of your financial life, simplifying the complex, relieving stress at every turn and allowing you to thrive.
You deserve to feel at home.
You deserve to be known.
You deserve to belong.
That’s why our relationship with you starts with a simple conversation.
Welcome to Longwave.
Your Core for Financial Planning
The word care is central to how we approach our clients and how our clients approach the world. People in our client family care about leaving a positive legacy, whether it’s with their children, their community or in the creative equity of the world. Their sense of curiosity drives them to travel, explore, teach, heal, create and advocate. Work is both a passion and a means to share their time and resources with the people and activities they care deeply about.
Longwave Financial may be a great fit
for you if you:
Are interested in exploring ESG and values-based investing
Are going through an important life transition
Have complex employee benefits
Want to leave the world better than you found it
Seek to provide a great future for your family
Are driven to create, explore, and learn
Have big goals that require long-range planning
Seek to align your wealth and values through ethical investing
Many of our clients feel an innate sense of responsibility to make a global impact through sustainable investing strategies and thoughtful choices.
We are as excited about your purpose as you are; it would be a privilege to help you on your journey.
Our Partners
