Longwave Financial Earns Spot on Forbes Best-In-State Wealth Management Teams List for Second Consecutive Year Amid National Expansion

January 20, 2026

Longwave Financial, a boutique wealth management firm specializing in values-based financial planning, has been recognized for the second consecutive year on the Forbes Best-In-State Wealth Management Teams list for 2026. This honor comes as the firm continues its expansion, now with offices in both New York City and Bellevue, Washington, reflecting its growing national presence and increased demand for its specialized services

This recognition underscores Longwave’s dedication to providing clients with customized financial strategies that align with their values. The firm’s focus on Environmental, Social, and Governance (ESG) investing allows clients to invest in ways that support sustainability, social justice, and long-term impact, all while maintaining disciplined financial strategies.

CEO Nathan Munits commented, "Being recognized by Forbes for the second year in a row is a testament to the hard work and dedication of our entire team. This acknowledgment reaffirms our commitment to delivering thoughtful, values-driven planning and disciplined investing, while maintaining deep, lasting relationships with our clients."

The Forbes Best-In-State Wealth Management rankings, developed by SHOOK Research, evaluate wealth management teams across a variety of factors, including leadership, service quality, investment processes, and client satisfaction. The list emphasizes not only financial performance but also a team’s commitment to delivering exceptional client experiences and integrity in their investment practices.

With its expanding bi-coastal footprint, Longwave remains committed to a boutique, relationship-focused approach to wealth management, offering clients personalized service and ensuring that their financial strategies are aligned with their unique values.

For more information about Longwave Financial’s success, read the full press release here.