CONNECT

Address:

5255 Ronald Reagan Boulevard, Suite 200
Johnstown, CO 80534

Phone:

(970) 449-3700

Fax/Other:

(970) 461-4606

Investment Management

We are strong advocates of a well-rounded approach to our clients’ finances. We offer investment management that is tailored, in conjunction with financial planning, to provide strategies that seek to pursue our clients’ short and long-term goals. Our team works to develop a thorough understanding of each client’s risk tolerance, investment goals and time horizon in order to create a customized investment portfolio.

Our team will make tactical adjustments to investment portfolios as dictated by the current state of the financial markets. As an independent firm, LongView Wealth Strategies has no proprietary products to sell or sales quotas to meet. This gives our clients the freedom to select from a broad array of investment products. Through our relationship with LPL Financial, the nation’s largest broker-dealer*, a Registered Investment Advisor custodian and a wholly owned subsidiary of LPL Financial Holdings, Inc. (NASDAQ: LPLA), we have access to a variety of tools, resources and technology that enable us to offer our clients objective advice and independent investment recommendations.

*As reported in Financial Planning magazine 1996-2017, based on total revenues.


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Check the background of this financial professional on FINRA's BrokerCheck