Unsure About Who We Are?
Come Out and Meet Us.
Take control of your financial future and be part of a great networking opportunity.
- FREE investment education, followed by open investor discussion
- Meets once a Month, on the 3rd Wednesday, 6:30 pm - 7:30 pm
- Meets in Mission Viejo (Alicia/Jeronimo)
- Did we mention it's FREE?
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Wealth management with your goals in focus
Our co-founders, Dean & John Ferraro
How We're Different
At Longhouse Investments, we take your entire financial life into consideration before investing your portfolio.
Why do we do that?
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Investing in a vacuum (not knowing about you outside of your account) seldom works.
- We'll identify financial areas in your life that need to be addressed, like having a will or saving for different life events.
- Since Dean is an IRS-certified Enrolled Agent, we specialize in tax planning for your investments, all done in house!
How do we do that?
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Once you become our client, our first meeting will be to go over the Eight Wealth Management Principles℠ (8WMP) with you.
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This meeting is BEFORE we begin investing your assets.
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The 8WMP meeting will identify the strengths and weaknesses in your financial game plan.
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Using the meeting's results, we craft a plan that will set you up on a path to live well and retire with more!
Confused About Investing?
Read "The Story of a Young Cattle Rancher"
What's it about?
Great question.
The story:
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Easily explains what investing is about in non-"Wall Street" language
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Will explain how to pick better investments
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Illustrate what bad ones look like and how to stay away
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What good investment management looks like
"I understand what you mean about investing now, John." - Solange F.
"Can I show a copy of this to my friends and my advisor?" Roland J.
"It's never been explained to me like this before and now I'm starting to get it!" Darlene T.
Click on the red button to get your PDF copy right now.
Would You Like to Learn About Investing, In-Person?
Sometimes the best way to learn is in-person.
Come out to a live class near you.
Learn and meet like-minded investors.
Come away from the experience knowing how to
live well and retire with more.
5 Common Mistakes Investors Make When Hiring An Investment Advisor - ALREADY HELD
Hiring someone to manage your money can be difficult. With so much at stake, most times your entire retirement nest egg:
- Who can you trust?
- What questions should you ask?
- What are some red flags?
- What are signs of a good advisor?
- What are your expectations for the advisor?
These questions and more will be covered in our informative class that aims to help you avoid making the costly mistake of entrusting your money to someone who may not have your best interest in mind.
But fear not, there are trustworthy advisors out there.
We'll help you navigate the dificulties to find someone who can help you live well and retire with more.
Temecula Higher Education Center
43200 Business Park Drive
Temecula, CA 92590
7 Strategies to Avoid Making Common Investment Mistakes
Investing is not easy.
Don't make it any harder on yourself by committing these 7, easy-to-avoid mistakes we see investors making over and over again.
Learn how to protect your hard-earned money by choosing the right types of investments.
We’ll cover everything from:
- choosing better stocks,
- avoiding high fee investments,
- finding the best brokerages,
- keeping your costs as low as possible,
- and much more.
In class we'll cover the strategies you'll need to save more, hopefully make more, and retire well.
See you in class!
SIGN UP TODAY! This class sells out fast.
Temecula Higher Education Center
43200 Business Park Drive
Temecula, CA 92590
Still have questions about Longhouse Investments? Click here to read our Frequently Asked Questions (FAQs)
Where We Do Business
Longhouse Wealth Management is located at:
26050 Acero
Mission Viejo, CA 92691
Centrally-Located in Southern Orange County
Located just off the 5 freeway on Alicia Pkwy in Southern Orange County, CA.
We're closer to you than you realize.
Easily Schedule Your Visit
We've made scheduling your visit with us a breeze!
One call can help you live well & retire with more.
Start a conversation with our investment advisors.
