Investing With Purpose
Built for the Long Run
Investment & Wealth Management
Invest with intention. Grow with clarity.
You don’t need more noise—you need a strategy built around you. At Longevity Wealth Strategies, we start with your goals, timeline, and comfort with risk, then craft a personalized investment plan designed with the to grow with purpose and adapt as life unfolds.
Why It Matters
Without a clear, custom plan, investing can lead to unnecessary risk, missed opportunities, and emotional decisions—especially during market swings. A disciplined strategy ensures your investments work together with your full financial picture, helping you focus on building wealth, preserving what matters, and pursue your goals confidently.
What We Focus On
Personalized Strategy
Tailored portfolios that fit your goals, timeline, and risk tolerance.
Risk-Appropriate Investing
Using advanced tools to match your unique risk profile and adjust as markets change.
Tax-Smart Management
Implementing tax-efficient techniques like tax-loss harvesting, Roth conversions, and optimized withdrawals.
Integrated Financial Planning
Aligning your investments with retirement, estate, and charitable planning for a cohesive approach.
Clear Communication
Regular updates, strategic reviews, and a client portal with real-time insights.
Some of Our Investment Tools & Solutions
IRAs, Roth IRAs, Taxable Accounts
Diversified Core Portfolios
Separately Managed Accounts (SMAs)
Fixed Income & Bond Strategies
Custom Direct Indexing
Retirement Income Solutions
Stock Option & RSU Planning
Tax-Efficient Withdrawal Strategies
401(k) and Outside Account Coordination
A Smarter Way to Invest
Smart investing isn’t about chasing headlines or timing markets—it’s about discipline, clarity, and alignment with your vision. Whether preparing for or living in retirement, we evolve your strategy alongside your life.
Our Investment Philosophy
Evidence-Based: Built on decades of research and experience.
Client-Centered: Your goals and comfort lead every decision.
Tax-Aware: Focused on improving after-tax returns.
Longevity-Focused: Supporting you through all market conditions.
[Read More About Our Philosophy]
Our Investment Process
Clarity. Purpose. Discipline.
Define Your Purpose
What do you need your investments do do - income, preservation, or growth—your “why” guides us.Establish Your Time Frame
Your horizon shapes strategy and asset selection.Assess Risk Tolerance
Balancing the risk needed with your comfort level.Evaluate Investment Options
Diversify intelligently across equities, bonds, and alternatives.Select Managers Thoughtfully
Partnering with institutional-caliber managers aligned with your goals.Build Your Allocation
Balancing growth, risk, and tax efficiency.
What You Can Expect
Customized, disciplined investment strategy
Transparent, clear decisions
Institutional-quality solutions made simple
Thoughtful manager selection
Proactive risk management
Tax-efficient investing
Ongoing monitoring and rebalancing
Strategic guidance aligned with your full financial plan
Partner with Longevity Wealth Strategies
Work with a team that knows your goals and cares about your future. Ready to invest with intention?