our firm
When we begin a new relationship with a client, it’s important for them to know that we’re going to welcome them like family and that we are here to help.
we have 40 years of experience
we build longstanding relationships
we create open & reliable communications
we will keep your best interests first
As a registered independent advisory firm, we are committed to helping you solve your financial concerns. With nearly 40 years of experience, the Longo Group has built an expertise in comprehensive wealth management.
We work closely with successful individuals and business owners, as well as large families. In fact, we have relationships now extending into a fourth generation. We can collaborate with your CPA, attorney, and other advisors where needed to get you the best possible outcome.
We know that the key to building a relationship with you is through open and reliable communications. If we do not hear from you, we will reach out to you to maintain a connection. We also put a high value on answering our phone and not using an automated service to direct incoming calls.
And this is our commitment to you. As your advisor and advocate, as your fiduciary and the steward of your financial affairs, we will keep your best interests first. We will listen to you and learn about your needs, expectations, worries, concerns, and goals. We will ensure you fully understand the options you have and the recommendations we’ll make.
Why? Because we welcome you like family.
An independent firm, our only
allegiance is to you and your needs.
Our Partners
We are a partner firm of Sanctuary Wealth, a wealth management platform which provides us access to, on behalf of our clients, a wide range of wealth management services. Through Sanctuary, we operate in an open architecture, which empowers our ability to provide objective advice and put our clients’ interests ahead of all others, fulfilling our fiduciary duty. We utilize the platform’s advanced technology and resource systems to enable us to deliver a personalized experience for our clients.
We also draw on the strength and resources of BNY Mellon's Pershing, a leading global provider of financial business solutions for 80 years that serves many of the world's most respected financial organizations. Pershing has approximately $1.8 trillion in global client assets and a net capital of over $2.0 billion.
