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Our mission is to create strong client relationships that stand the test of time, make a difference in our client’s lives and provide independent ideas.

About Us

Longevity Capital Management LLC is an independent financial services firm built on over thirty years of experience helping individuals, families and business owners prepare for retirement and manage their financial future. Our advisors are seasoned specialists providing comprehensive asset management and financial services. If you have a specific service you need, including a second opinion or review of your current plan, we can provide a la carte services, as well. Because wealth management services can vary based on individual needs, estate size and complexity, please speak to us about your needs and circumstances.

What is most important to you when it comes to your money?

What are your goals? What keeps you up at night?  What does financial wellness mean?

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