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Longview Wealth Management, LLC is an independent, fee-only registered investment advisor. We help you simplify your financial life and get financial security and peace of mind. We are saving people from the financial services industry, one investor at a time. We help families grow, protect, enjoy, and distribute their wealth. We also help business owners manage and improve their 401K plans. Call Keith at (952)906-1289 or email keith@longviewwealth.com. See our website at www.longviewwealth.com. Keith Tufte

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Longview Wealth Management, LLC is an independent, fee-only registered investment advisor. We help you simplify your financial life and get financial security and peace of mind. We are saving people from the financial services industry, one investor at a time. We help families grow, protect, enjoy, and distribute their wealth. We also help business owners manage and improve their 401K plans. Call Keith at (952)906-1289 or email keith@longviewwealth.com. See our website at www.longviewwealth.com. Keith Tufte

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1 investment firm minneapolis

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5 investment advisor minneapolis

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Home | longviewwealth.com Reviews

https://longviewwealth.com

Longview Wealth Management, LLC is an independent, fee-only registered investment advisor. We help you simplify your financial life and get financial security and peace of mind. We are saving people from the financial services industry, one investor at a time. We help families grow, protect, enjoy, and distribute their wealth. We also help business owners manage and improve their 401K plans. Call Keith at (952)906-1289 or email keith@longviewwealth.com. See our website at www.longviewwealth.com. Keith Tufte

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longviewwealth.com

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Client Benefits

http://www.longviewwealth.com/id3.html

Benefits and Advantages of Working With. Longview Wealth Management, LLC. We have 25 years of successful investment management experience (as a wall street analyst, mutual fund portfolio manager, hedge fund portfolio manager) managing large portfolios for our clients. World-class customer service and communication. Personal and customized focus on each client. Our business model is fee-based so our interests are perfectly aligned with our client's. We are not commision based. Our fees are very tr...Becau...

2

Biography

http://www.longviewwealth.com/id2.html

Keith N. Tufte, CFA. Longview Wealth Management, LLC. Keith is President and CEO of Longview Wealth Management, LLC, a firm dedicated to providing comprehensive wealth management to successful families, business owners, and non-profits. He is also President and Chief Investment Officer (CIO) of Adam Smith Advisors, the wealth management business of Cherry Tree Companies. Keith has been selected as a FIVE STAR wealth manager. Call Keith today at 952-465-1785 or e-mail. On investing and wealth management.

3

Services & Contacts

http://www.longviewwealth.com/id4.html

Lonview Wealth Management Services:. 401K Plans(for business owners of small and medium sized companies). Financial Planning (also available on an hourly basis). Insurance Planning (Life Insurance, Fixed Annuities, Long-Term Care Insurance). To set up a free consultation and/or portfolio review, ask a question, set up a call with Keith, or to sign up for our free monthly e-newsletter please fill out the form below. Please contact us to schedule a free initial consultation (with portfolio review) meeting.

4

Newsletter

http://www.longviewwealth.com/id5.html

1 We are an independent. No bias toward parent company products), fee-based. No conflicts of interest or commissions on investment products), registered investment advisor. Fiduciary duty to always act in the best interests of our clients). Our client's trust is our most important asset. 3 Use of Exchange-Traded Funds (ETF's). As much as many other advisors that still use mutual funds. 4 The Longview Asset Allocation System. 5 Outstanding personal service. Longview Wealth Management, LLC publishes a free...

5

401k Plans

http://www.longviewwealth.com/id6.html

We partner with the biggest and best record-keeping companies in the country that operate 401k plans for small and mid-sized businesses. What can our 401K plans offer than many other plans do not? 1 Better fiduciary liability protection. 2 Increased deferral rates and tax savings for the owner(s) based on customized plan design. 3 Better service, education, advice for your employees. 5-Star Investment Advisor. 4 Open architecture. A robust fund lineup from a wide variety of the best fund firms.

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Longview Wealth Management, LLC. Longview Wealth Management, LLC is an independent. No bias towards parent company products), fee-based. No commissions or conflicts of interest on investment products), registered investment advisory firm. Fiduciary duty to always act in the client's best interest). Keith Tufte has been selected as a 5-Star Wealth Manager. By Minneapolis/St. Paul Magazine. And Twin Cities Business Magazine for 2016, 2017, and 2018. We know how to help you:. 2 Simplify your financial life.

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