Longview Wealth Management

LongView Wealth Management is a multi‑advisor registered investment adviser with roughly $1.15 billion in assets under management, serving individuals (including high‑net‑worth), pension and profit‑sharing plans, and corporate clients across its team of 11 advisors and three offices. The firm offers asset management, initial and periodic financial planning and asset allocation, divorce consulting, and access to third‑party manager programs as well as wrap and non‑wrap program options.

LongView manages accounts on both discretionary and non‑discretionary bases, typically using mutual funds, ETFs, stocks and bonds and drawing on economic, fundamental and technical analysis; client portfolios are reviewed at least annually or as agreed. The firm also integrates third‑party solutions—naming Envestnet and Frontier as program sponsors—and uses a held‑away platform (Pontera) to review and rebalance defined‑contribution and other outside accounts while avoiding custody.

What is noteworthy for a firm of this size is that some advisory representatives are also registered representatives of M.S. Howells & Co., and LongView operates as an insurance agency, so clients may implement recommendations through representatives in those separate capacities and generate commission‑based compensation. The firm discloses these dual‑capacity relationships and documents supervisory controls, and it provides less common services such as divorce consulting and held‑away account management alongside its more typical planning and portfolio management offerings.