Private Wealth
Advice built around your life.
Investment management, retirement planning, income strategy, and thoughtful guidance for individuals and families navigating meaningful financial decisions.
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People Over Profit
Wealth built for generations.
Thoughtful investment management for individuals and families, businesses, and tribal organizations.
What We Do
One firm. Built for long-term relationships.
Longhouse helps individuals, families, businesses, and tribal organizations build, manage, and grow wealth for today and for generations to come.
Workplace Retirement
Plans built for people.
Retirement plan design and fiduciary investment support for business owners who want a better experience for themselves and their employees.
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Longhouse NextGen
Build a Financial Head Start for a Child
Longhouse NextGen offers professionally managed custodial investment accounts for children, funded by parents, grandparents, aunts, uncles, and other family members.
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People Over Profit
Financial advice should feel personal.
Longhouse Wealth Management was built around a simple idea: the person receiving the advice should come first.
We believe in genuine relationships, thoughtful investing, clear communication, and treating a client's money with the care we would want for our own family.
Longhouse NextGen
Start Investing for a Child.
Help give a child a financial head start.
Longhouse NextGen helps parents, grandparents, aunts, uncles, and other family members open professionally managed custodial investment accounts for children. Start with $10,000, add to it over time, and let Longhouse manage the investments.
Start with $10,000
You can add to the account over time if you choose.
Native Wealth
Investment management for Native families and tribal organizations.
Longhouse brings professional investment management together with direct experience in Native communities and a relationship-driven approach to long-term wealth management.
Longhouse Story
A family business built on long-term relationships.
Longhouse combines generations of perspective with a modern investment practice designed around long-term relationships.
Our name reflects more than a business. It reflects the belief that wealth is best understood across generations, responsibilities, and the people it is meant to serve.
Why Longhouse
Independent advice. Long-term relationships.
Fiduciary
Advice centered on the client's interests.
Independent
A boutique advisory firm with a personal approach.
Generational
Serving today's decisions and tomorrow's investors.
Native-Owned
Grounded in community, relationships, and long-term thinking.
Start a Conversation
What are you building for the next generation?
Whether you are managing family wealth, building a better retirement plan, or investing for a child, Longhouse is ready to help.
People Over Profit.
187 Calle Magdalena, Suite 103
Encinitas, CA 92024
(760) 642-1100