Financial Wellness, financial planning. about us

About Us

We’re a boutique financial planning and wealth management firm that specializes in all things retirement.

If you prefer a personalized experience with a team who thinks like owners rather than employees, our strong advantage is our size. We don't just say we care; we show it each and every day.

We take the time to build meaningful relationships with every client, regardless of account size. We distinguish ourselves by consistently delivering prompt and responsive service to all our clients. We know our business is based on professionalism, accountability, commitment, and great communication. These are some of the key reasons why our clients have engaged our founder to serve as their financial steward for over thirty-five years.

Our principal has direct ownership in the firm which ensures an alignment of values and long-term interest with our clients. We can focus exclusively on serving the best interests of our clients with the independence that allows for a more personalized and client-centered approach, rather than being influenced by the need to generate profits for shareholders.
We have the independence to be an investment-centric organization and follow an extraordinary investment process that focuses on customization, and comprehensive total financial planning with a long-term perspective.
We offer clients an affordable way to develop a reliable, trusted, personal long-term relationship with a firm that is one hundred percent dedicated to helping them live with financial confidence.

Our Mission Statement Says It All

Our mission was created with our clients at the center — it continues to drive everything we do

Create strong client relationships that stand the test of time, make a difference in our clients’ lives, and provide independent ideas.

We think it's complete in its brevity and this is how we operate our business on a daily basis.

Our Core Values

Being a mission-driven company is an integral part of our DNA and our core philosophy is built around these key values.

Provide sound guidance for clients to help safeguard their future
Conduct extensive research and careful analysis before offering solutions
Partner with top investment firms to use their resources, scale and cost efficiency
Keep our fingers on the pulse of the capital markets at all times
Continuously find, examine, evaluate, and scrutinize risks and opportunities, and ideas and strategies for thought leadership
Communicate, educate, and proactively connect with clients
Adhere to steadfast strategies that seek to optimize client resources

Our Investment Philosophy

At Longevity Capital Management LLC our investment philosophy is simple, but it is not simplistic.

We believe in owning high-quality investments in a diversified portfolio over the long-term. We do not believe in day trading or market timing. We believe in attentive, active research-based management. We adhere to a disciplined asset allocation policy commensurate with your objectives and risk tolerance, but we also understand markets are not always priced efficiently so when we see market anomalies we will shift assets to seek to take advantage of opportunities.

We think this adaptive and dynamic approach to investment management allows us to participate in investment themes while adhering to established, sound investment principles.