Wealth Management & Family Office Services

LONG-TERM SOLUTIONS, LLC is a San Francisco-based wealth and investment management firm that delivers customized solutions to preserve, grow, and transfer wealth with the goal of assuring of clients' long-term financial success. Our mission is to provide comprehensive wealth management consulting and investment management that is independent, unbiased and economical, with the unsurpassed attention to personalized service.

Creating clarity from complexity,

through a holistic, long-term approach

to complicated wealth management situations.