We help create financial security and peace of mind for individuals, families and business owners. We accomplish this by providing our clients with a high level of service that meets or exceeds their expectations. Investors benefit from our customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.
We believe the most effective way to capitalize on positive market trends is to maintain a diversified portfolio of equity asset classes, fixed income, and cash given our client's risk tolerance, time horizon, and financial goals
Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, please contact me.
The Longfellow Wealth Group is a dedicated team of financial professionals focused on delivering personalized wealth management solutions for individuals, families and business owners. The team, named after the Longfellow neighborhood in Minneapolis where Chad grew up, draws inspiration from the community’s values of hard work and resilience. With decades of experience in the financial industry, the team combines experience in retirement planning, investment management and life insurance to help clients build lasting financial confidence. At the heart of the group is a commitment to exceptional service, thoughtful planning and a client-first approach focused on guiding clients through both their financial challenges and opportunities.
Whether helping clients navigate complex financial decisions or providing continual support, the Longfellow Wealth Group’s multigenerational perspective and deep connection to the community allow them to serve clients with care, dedication, and integrity.
The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
May 10, 2022
Social Security: At a glance
June 1, 2023
Global insight weekly
