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Our Services

Solid Advice. Serious planning.

Objective investment advice and financial planning are the underpinnings of Long Wharf’s superior client services.

Investment Advice

In our initial meetings, we perform a comprehensive analysis of clients’ current needs and goals, and put together a custom plan to meet their investment objectives in accordance with risk tolerances. We monitor their portfolios closely throughout the year, providing each client with quarterly reports that review the past quarter’s performance and our forecast on emerging trends. MORE

Financial Planning

We ensure our clients’ satisfaction by providing them not only with trusted, experienced, and independent advice, but also by helping them plan effectively for the long-term. All factors that can have an impact on a client’s portfolio – estate planning, market ups and downs, changes in career or retirement horizon – are taken into consideration when creating a long-range plan. MORE