Good morning! My Business Partner Chantal, AKA “Rock Star”, sent me a message last week about a wonderful opportunity to volunteer, from the safety of your home.  This opportunity caused me to take a pause, letting my mind wander about the gratitude I have for those in all sorts of Long-Term Care facilities. My appreciation […]

After years of working with clients, I can tell each of you without a doubt, that it’s your stories and lives that keep me going and have brought my skills to the level they currently are.  Each client has their own set of concerns and goals that pose different challenges throughout our relationship. Each of […]

Hello:  I have been communicating regularly with you. One of the biggest questions and concerns I continue to hear is… “What will happen to my investments should either party win, and how could this effect my future plans?” Raymond James has some brilliant minds working behind the scenes to keep us, and you educated. I […]

Longevity Wealth is excited to have an intern join us. Katelyn Smith is a business student living in the Snoqualmie Valley. She will be assisting us with a variety of projects as we continue to grow and expand our offerings to our clients. We are thankful for her input and time!