The Longleaf Wealth Management Group website has been designed with the idea of enabling our clients to keep up with current financial news and investment insights at their convenience. This is done by accessing their personal Digital Financial Library, personal financial website, and WealthVision. The purpose is allow our clients to keep informed about what factors, macro and micro, may affect our thinking and strategies as we monitor their portfolio’s.
Wishing to explore becoming a client?
If you believe we would be a good fit, please call or email us to schedule an appointment.