Long Wealth Management

401-615-8647
17 Red Barn Court
Cranston, RI 02920

Fax: 4013542695
No photo available for this business

Business Information

financial planning, estate planning, retirement planning, college planning
Bonds Common Stock ETF's Educational IRA Brokerage Accounts Traditional IRA Roth IRA SEP IRA Simple IRA Treasury Bills Government Securities Treasury Notes Variable Annuity Fixed Annuity Retirement Plans Tax Plans 401 (k) Planning 403 (b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans Disability Income Insurance Life Insurance Long Term Care Insurance 529 plans
Investments, financial planning, insurance, tax planning, estate planning, college planning
2010
FPA
RI Monthly January 2011 "top wealth manager"
MONDAY:9:00AM-6:00PM
TUESDAY:9:00AM-6:00PM
WEDNESDAY:9:00AM-6:00PM
THURSDAY:9:00AM-6:00PM
FRIDAY:9:00AM-6:00PM

Business Description

Long Wealth Management is a comprehensive Financial Services Firm. Our philosophy is to provide our clients with both personal and professional service. We offer Comprehensive Investment Advisory Service, Estate Planning, Tax Planning, Education and Retirement Planning. Our mission is to create and maintain wealth for our clients through Long Term effective investment management. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals. Long Wealth Management is an independent financial service organization. We develop and implement comprehensive financial plans for closely held companies, professionals and individuals. We help to take full advantage of all tax and growth opportunities. We are dedicated to providing comprehensive financial and estate planning services to our clients. We will not recommend any course of action or any type of financial product until we are fully aware of the clients goals and objectives — and then only when we are convinced that the recommended action or product is suitable as a long-term solution. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk-taking capacity.

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