Longhouse Wealth Management

About
^{Longhouse 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!