Carlsbad Chamber

Longhouse Wealth Management

Longhouse Wealth Management

 
 
 
 
 
 
 
 
 
 
 

Longhouse Wealth Management

187 Calle Magdalena, Ste. 103
Encinitas, CA 92024 | map | directions
Dean Ferraro Dean Ferraro
(760) 642-1100
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Longhouse Wealth Management offers a comprehensive range of services designed to address your various financial needs and goals:

Investment Management

Tailored investment strategies crafted to align with your risk tolerance, time horizon, and financial objectives.

Wealth Advisory

Personalized advice and guidance on wealth accumulation, preservation, and distribution strategies.

Retirement Planning

Customized retirement planning solutions to help you build a secure retirement income and make the most of your retirement savings.

Tax Planning

Tax-efficient investment strategies and comprehensive tax planning services to minimize any tax liabilities and optimize after-tax returns.

Risk Management

Assessment of risks and implementation of strategies to protect your assets and mitigate any potential financial losses.

These services are delivered through a client-focused approach, emphasizing personalized attention, transparent communication, and a commitment to helping you achieve your financial aspirations.

"People Over Profit"

​​​​​​​Schedule your meeting with us today

Products and Services
Longhouse Wealth Management offers a comprehensive range of services designed to address various financial needs and goals: Investment Management: Tailored investment strategies crafted to align with clients' risk tolerance, time horizon, and financial objectives. Financial Planning: Holistic financial planning services covering retirement planning, estate planning, tax strategies, and more to help clients achieve their long-term goals. Wealth Advisory: Personalized advice and guidance on wealth accumulation, preservation, and distribution strategies. Retirement Planning: Customized retirement planning solutions to help clients build a secure retirement income and make the most of their retirement savings. Tax Planning: Tax-efficient investment strategies and comprehensive tax planning services to minimize tax liabilities and optimize after-tax returns. Risk Management: Assessment of risks and implementation of strategies to protect assets and mitigate potential financial losses. These services are delivered through a client-focused approach, emphasizing personalized attention, transparent communication, and a commitment to helping clients achieve their financial aspirations.
Member Since: 2024
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 (Date: 10/31/2024)
 
 

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