Longwise Wealth Partners - Lakewood, Colorado

Okay, here’s a comprehensive description of Longwise Wealth Partners, formatted as requested, aiming for a formal and approachable tone:

Longwise Wealth Partners: A Trusted Financial Planning Solution

For individuals and families seeking expert guidance in navigating their financial futures, Longwise Wealth Partners stands as a dedicated and client-focused firm. Located at 825 Simms St, Lakewood, CO 80401, this established firm offers comprehensive financial planning services designed to help clients achieve their short-term and long-term goals. They prioritize building strong, lasting relationships based on trust and transparency.

Key Features and Specialties: Longwise Wealth Partners specializes in providing personalized financial planning solutions. This includes, but isn’t limited to:

• Retirement Planning
• Investment Management
• Estate Planning
• Risk Management
• Education Planning

The firm’s approach is rooted in a thorough understanding of each client’s unique circumstances, values, and aspirations. They take a holistic view of a client’s financial life, considering all aspects from income and expenses to assets and liabilities. Their team is committed to delivering tailored strategies that align with individual needs.

Location and Accessibility: Conveniently situated in Lakewood, Colorado, Longwise Wealth Partners is easily accessible. The office boasts several accessibility features, demonstrating their commitment to inclusivity:

• Wheelchair Accessible Entrance
• Wheelchair Accessible Parking Lot
• Wheelchair Accessible Restroom
• Restroom Facilities

Client Feedback and Reputation: Longwise Wealth Partners has garnered a consistently positive reputation within the community. Currently, they have 1 review on Google My Business, and the average opinion is a remarkable 5/5. This high level of satisfaction speaks volumes about their dedication to client service and the quality of their advice. Clients frequently praise their team's responsiveness, expertise, and ability to simplify complex financial concepts.

Important Information:

• Website: longwisewealthpartners.nm.com
• Phone: (Contact information available on the website)
• Appointments Recommended: To ensure clients receive the focused attention they deserve, appointments are strongly recommended when scheduling a consultation.

👍 Reviews of Longwise Wealth Partners

Daniel T.

5/5

I’ve been a customer for a couple of years now and have been thrilled with Longwise. It’s a family operated business who build a strong community with their clients. It’s been really easy to trust them which was huge for me when I was looking for help. Longwise has been really helpful both as financial advisors with generating strong returns, as well as financial planning when my wife and I needed help figuring out how to plan to buy our first home, pay for child education, etc. Highly recommend the team, especially Jack Suttman and Danny Anderson who have managed my portfolio the last couple of years.