Whether you are thinking about what to leave behind or figuring out what to do with what you have received, Longwave Financial helps you carry wealth forward with clarity, intention, and a plan that reflects the values behind it.
It often arrives during grief. You may feel grateful and overwhelmed at the same time. There may be pressure to do something quickly or guilt about benefiting from a loss. There may be family dynamics you did not expect.
All of that is normal. And the most important thing you can do right now is not act fast. It is finding someone you can think through it with.
You are probably carrying quiet worries most people never say out loud. Will this help or harm the people you love? Will your values travel with the money? Will relationships shift in ways you did not intend?
Those concerns come from care, not hesitation. And they deserve more than a legal document. They deserve a real conversation.
Economists call it the Great Wealth Transfer. Around $84 trillion is moving from one generation to the next over the coming decades. But behind that number are millions of personal moments, families deciding what this money means and what it should do.
That is the question most financial advisors never think to ask. They focus on structure, allocation, and tax efficiency. All of that matters. But it leaves out what matters most to you.
The people we work with want their wealth to mean something. Not just to grow, but to reflect the values of the person who built it. Or the person who is now responsible for carrying it forward.
That is where ESG and sustainable investing come in. ESG (Environmental, Social, and Governance) is a framework for investing in companies that meet a higher standard: businesses that care about the planet, treat people fairly, and are run with integrity. It is a way of making sure every financial decision reflects what you actually care about, now and for the people who come after you.
Your wealth should grow. It should also matter.
Most financial firms want to skip straight to the numbers. We do not. We start by understanding the people involved, the values at stake, and the time you need. Then we help you build something that holds it all.
We slow the process down. We help you understand your options, coordinate across tax and investment matters, and make decisions from a place of clarity rather than pressure.
We help you translate what you care about into a plan that actually travels.Conversations, structures, and strategies that carry your values forward without freezing them in place.
We bring ESG and sustainable investing into the picture so that wealth does not just transfer. It transforms into something you are proud to put into the world.
When people receive or plan an inheritance, they often ask themselves: What would honor this? What would the person who built this wealth have wanted it to do?
ESG and sustainable investing provide practical answers to those questions. It means your portfolio actively avoids companies that cause harm and supports those working toward a better future. It means the wealth you manage or pass on is doing meaningful work as it grows.
At Longwave, we use independent third-party data from USSIF, YourStake, and As You Sow to verify that every investment earns its place in your portfolio. Not because a fund labeled itself sustainable, but because it actually is.
Have recently received an inheritance and are not sure where to start.
Are planning what you will leave behind and want your values to travel with it.
Want your wealth to have a positive impact on the world, not just your portfolio.
Are dealing with family complexity around money and need a calm, neutral guide.
Want one trusted advisor who sits at the center of your financial life, connecting the dots between your investments, giving, taxes, and estate planning.
You tell us where you are. What you are feeling, what you are worried about, and what you are hoping for. We listen before we advise.
We help you map out your financial situation, options, timeline, and the values you want to carry forward. Only then do we put a plan together.
Inheritance unfolds over time. So does our support. We coordinate across your investments, taxes, estate planning, and giving so nothing falls through the cracks, and nothing moves faster than you are ready for.
Legally required to act in your best interest when providing financial advice.
The leading professional body for sustainable and responsible investing in the United States.
A third party recognition we are proud of. Created by SHOOK Research. Presented in Jan 2026 based on data as of March 2025. 11,674 Management Teams were considered, approximately 5,300 teams were recognized. Not indicative of advisor's future performance. Your experience may vary.
We put our values into practice at the firm level, not just in client portfolios.
Good. You should not be. The first conversation with us is not about decisions. It is about understanding where you are and what support looks like for you right now. There is no agenda and no timeline we are pushing you toward.
That is worth examining. Research shows that more than 70% of heirs change or fire their financial advisor after inheriting family assets. The most common reason is not performance. It is that the advisor never engaged with them or understood what they actually cared about. Does your current advisor understand the emotional complexity of inheritance? Do they integrate values-based investing? Are they a fiduciary? If you are not sure, a second conversation costs nothing and might change everything.
Yes, it can. Our team builds ESG portfolios using decades of research and rigorous third-party data. You do not have to choose between investing with your values and investing wisely. At Longwave, it can be the same thing.
