Long Wealth Management

Specialties

Long Wealth Management is a comprehensive Financial Services Firm. Our philosophy is to provide our clients with both personal and professional service. We offer Comprehensive Investment Advisory Service, Estate Planning, Tax Planning, Education and Retirement Planning.

Our mission is to create and maintain wealth for our clients through Long Term effective investment management. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.

History

Established in 2010.

Jerry is a Certified Financial Planner, CFP® with LPL Financial with over 20 years of exceptional financial services experience. Prior to going independent with LPL Financial, Jerry was one of the more experienced financial advisors with 19 years of practice at Ameriprise Financial, Inc, a Fortune 300 Company. During his career at Ameriprise, he earned numerous awards for his financial planning advice.

LPL Financial (LPL) is one of the nation’s leading financial services companies and the largest independent broker/​dealer.* Headquartered in Boston, Charlotte and San Diego; LPL supports over 15,000 advisors and approximately 800 financial institutions nationwide. LPL Financial’s support enables Long Wealth Management to remain focused on delivering the best possible solutions and services to clients.

*Based on total revenues, as reported in Financial Planning magazine, June 1996 – 2010