Like you, Longwave has chosen the path of financial mindfulness, planning ahead for future wellbeing while also considering the impact we leave on the world around us. We help you manage your financial life with deep empathy and respect for the values that guide you. Join us in a virtuous cycle as we honor what matters to you in every financial decision we make together.
At Longwave, people who care work with people who care just as much.
What We Do
Holistic Financial Planning
We seek to understand and integrate your personal ethos and goals into every aspect of your financial plan. Our advisors spark deep engagement, creating a life-long partnership. Click here to learn how our comprehensive financial planning process can help you confidently meet your future.
Fiduciary Asset Management
As independent financial advisors, we provide objective advice without influence from a bank, insurance company or other special interest. As fiduciary asset managers, we have a legal obligation to act in our client’s benefit and best interest.
Your Goals and Values
Our professional investment team leans on decades of research and data to help you manage your money with calm and discipline. Longwave crafts portfolios customized to your needs and values. Click here to learn about our commitment to authenticity in sustainable, ethical and socially conscious investing.
Longwave is at the center of your financial life, helping you navigate everything that matters to you.
We help you create a plan for your finances today that puts you
on track to reach your goals tomorrow.
We help you prepare financially for your family’s current
and future healthcare needs.
We work with your attorney to help protect your assets and minimize
estate taxes while ensuring a smooth transfer to
beneficiaries.
We work with you and your accountant to create strategies
that help minimize taxes now and in the future.
We are your resource for navigating and optimizing your
workplace benefits.
We help you develop and execute planned giving strategies
that offer benefits to both you and the recipient.
Longwave Financial is a natural fit for people who:
🌊 Are deliberate about creating a successful future
🌊 Are driven to create, explore, and learn
🌊 Have big goals that require long-range planning
🌊 Are interested in exploring values-based investing such as environmental and social considerations
🌊 Are experiencing an important life transition
🌊 Have complex employee benefits
Many of our clients feel an innate sense of responsibility to make a positive change in the world 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.
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