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
AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. 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.
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