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.
You donate to causes that matter. You research the brands you buy. You notice the impact technology has on the world around you. But when it comes to your investment portfolio, do you actually know what your money is funding? Most people don't. And most financial firms don't think to ask. At Longwave, that question is where every conversation starts.
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.
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.
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.
Let us help you carry it forward with intention.
Tell us a little about where you are. We will take it from there, at whatever pace feels right.
Sources
¹Talmon Joseph Smith, “The Biggest Wealth Transfer in History Is Here, With Familiar (Rich) Winners,” The New York Times. May 14, 2023.
²Cerulli Associates, “Aging Boomers Bring Intergenerational Planning to the Forefront” 2021.
