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 provide unique wealth management services
to help our clients simplify
their financial lives and give them financial security and peace of mind.
We know how to help you:
Successfully reach your retirement dreams.
2. Simplify your financial life.
3. Get financial security.
4. Get peace of
mind and confidence in your future.
5. Enjoy your life more fully.
"We provide independent, objective, experienced advice" - Keith Tufte
Our experience and expertise, investment products, fee-based business structure, investment strategies, and service are different
and we think better than what other advisors provide. Learn more about how these differences benefit our clients on the "Newsletters"
page of this website.
Most investors today are only getting
a fraction of the returns that are possible in the markets (many are getting only half the market returns or worse). These
poor returns are often the result of poor advice or conflicted advice or no advice on investment strategy, risk, products,
To learn more about our
New Client Process and/or to see our Investment Strategy Summary please
click on the links at the bottom of this page.
people do not have the time, interest, discipline, or expertise to be successful investors on their own. We can help. Our
target client is a professional, executive, business owner, charity/foundation or retiree with $1 million to $25+
million in investable assets. We also help business owners improve and manage their 401(k) retirement plans.
Call Keith today at 952-465-1785 or e-mail firstname.lastname@example.org to discuss your situation over the phone, to meet for lunch, to schedule
a complimentary initial consultation, to get a Free 2nd Opinion Portfolio Review or to
receive our free monthly e-newsletter Longview Insights on investing and wealth management.
Longview Wealth Management, LLC is affiliated with Adam Smith Advisors, the wealth management business
of Cherry Tree Companies. See www.cherrytree.com.
Longview Wealth Management, LLC is a
registered investment adviser in the State of Minnesota and the State of Washington. The advisor may not transact business
in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses
to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice
for compensation, will not be made without registration or exemption.
Minimum Investment: $1 million.