Services
Strategic Solutions for Growing and Preserving Wealth
Financial Planning
Customized financial planning services to help you map out your financial future. Whether planning for retirement, saving for education, or managing your wealth, we develop a personalized plan that aligns with your goals.
Investment Management
Professional investment management services to help grow and preserve your wealth. From asset allocation to portfolio rebalancing, we implement a tailored investment strategy to maximize returns while managing risk.
Retirement Planning
Essential planning for financial security in your golden years. We help you navigate complex retirement planning decisions, including pension optimization, Social Security strategies, and withdrawal planning.
Products
Unlocking the Potential of Your Investments
Separately Managed Accounts
Access to third-party managers in a single account utilizing a robust UMA platform.
ETFs
Diversified exchange-traded funds for various low-cost investment strategies.
Mutual Funds
A wide selection of mutual funds to provide diversification across multiple asset classes.
401(k) Plans
Employer-sponsored retirement plans with potential employer matching.
Traditional IRA
Individual retirement account with tax-deferred growth.
Roth IRA
Retirement account with tax-free withdrawals.
Equity, Fixed Income, and Alternatives
Investing across the broad market to achieve appropriate diversification.
Non-Purpose Loans
Borrow against the investments in your account with a non-purpose lending arrangement.
Got Questions?
Making decisons with your money takes time and effort. Let us help you make the right choices.
Senior Partners
Brian Ward:
(302) 562-7960
111 W. Main Street, Suite 200, Middletown, DE 19709
Mike Magee:
(908) 547-9007
350 Springfield Avenue, Suite 200 Summit, NJ 07901
Investment advisory services are offered by Wealthcare Advisory Partners LLC dba Longford Wealth Management.
Wealthcare Advisory Partners LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.
Longford Wealth Management and Wealthcare Advisory Partners LLC are not affiliated.
Services
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