Make your money grow & last.

Unsure About Who We Are?

Come Out and Meet Us.

South OC Investors Club

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?

Sign Up Below To Join Us

* indicates required
business expo table

Wealth management with your goals in focus

John and Dean LHWM

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?

  • 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?

  • Once you become our client, our first meeting will be to go over the Eight Wealth Management Principles℠ (8WMP) with you.

  • This meeting is BEFORE we begin investing your assets.

  • The 8WMP meeting will identify the strengths and weaknesses in your financial game plan.

  • 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:

  • Easily explains what investing is about in non-"Wall Street" language

  • Will explain how to pick better investments

  • Illustrate what bad ones look like and how to stay away

  • 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.

adult learners

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.

Jan 24, 2019 7 PM - 9 PM
Mt. San Jacinto College
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.

Mar 20, 2019 7 PM - 9 PM
Mt. San Jacinto College
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

Outside 26050 Acero LH

Longhouse Wealth Management is located at:

26050 Acero
Mission Viejo, CA 92691

26050 acero map

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!

Go here to set one up.

One call can help you live well & retire with more.

Start a conversation with our investment advisors.