Our mission

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.

Fiduciary standard: our obligation

As a registered investment adviser, we are held to a full federal fiduciary duty under the Investment Advisers Act of 1940.1,2

This means we are required to act in the best interest of our clients, putting their needs ahead of our own throughout our relationship.

Our fiduciary duty has two core components:

  • Duty of care — We provide advice grounded in a genuine understanding of each client's financial situation, objectives and risk tolerance, and we review accounts on an ongoing basis as circumstances change.
  • Duty of loyalty — We put our clients' interests first. Where conflicts of interest exist, we work to eliminate them and provide clear, specific disclosure so clients can make informed decisions.

Global Insight Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in Global Insight Monthly

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Have you switched jobs recently?

If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.

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