key services

While plans about retirement feature in virtually every one of our client relationships, there’s really no limit to how The Longo Group can help you organize, simplify and manage all of your financial matters.

Ultimately, the success of our services can be measured through the mutually beneficial relationships we enjoy with our clients, who recognize the value in our fees and focus on the worth we deliver.

Whether you’re an individual challenged by compensation or savings issues, a business owner facing a liquidity event or succession questions, or the head of a large family worried about leaving a legacy for the next generation, we have the experience to help.

Our Services

Here is a partial list of our financial capabilities:


  • Alternative investments
  • Concentrated stock services
  • Equity and fixed-income strategies
  • Managed account programs
  • Market-linked investments
  • Unit investment trusts
  • Closed-end funds


  • Managing income in retirement
  • Managing 401(k) during job transition
  • Planning for retirement
  • Healthcare expense planning
  • Retirement income planning

Estate guidance services

  • Charitable giving
  • Insurance and annuities
  • Private family foundations
  • Trusts
  • Donor-advised funds

Advice and guidance

  • Goals-based wealth management
  • Education funding strategies
  • Extensive global research
  • Tax minimization strategies
  • Investment personality assessment

Tracking progress

  • Asset information and measurement
  • Client review
  • Statements