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Longwave Financial Named to Forbes' Best-In-State Wealth Management Teams List


News provided by

Longwave Financial

Jan 21, 2025, 10:30 ET

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Longwave Financial, a New York City based boutique financial planning firm, is proud to announce its inclusion in the 2025 Forbes | SHOOK Best-In-State Wealth Management Teams list.

NEW YORK, Jan. 21, 2025 /PRNewswire-PRWeb/ -- Longwave Financial Named to Forbes' Best-In-State Wealth Management Teams List

Longwave Financial, a New York City based boutique financial planning firm, is proud to announce its inclusion in the 2025 Forbes | SHOOK Best-In-State Wealth Management Teams list. This acknowledgment recognizes Longwave's commitment to delivering holistic financial planning and commitment to an outstanding client experience for to clients across New York and beyond.

Forbes' Best-In-State Wealth Management Teams rankings evaluates financial teams in New York and nationwide, considering over 5,300 firms managing $7 trillion in assets. The rankings emphasize assets under management and revenue, client service, leadership, and ethical values—qualities that define Longwave Financial.

"Our inclusion on the prestigious Forbes list is the culmination of a two decade journey of dedication, empathy and curiosity," said Nathan Munits, founder of Longwave Financial. "This celebrates our commitment to our wonderful clients who inspire us, and it honors the dedication of our outstanding team of professionals who strive for excellence in all ways."

Longwave Financial provides a comprehensive financial planning process to empower clients and clarify their financial future. Services include:

  • Goal Setting: Helping clients who want to be deliberate about planning for their own financial future articulate and illuminate their financial objectives.
  • Customized Roadmaps: Creating actionable plans tailored to each client's unique vision.
  • Portfolio Resilience: Stress testing financial plans to navigate unpredictable markets.

In addition to customized portfolio management, Longwave is focused on sustainable investment strategies. Our ESG (Environmental, Social, and Governance) strategies allow clients to align their portfolios with sustainability, social justice, and human rights priorities.

Longwave Financial is an inclusive firm that is proud to work with clients of diverse backgrounds across the country. Being named to the Forbes Best-In-State Wealth Management Teams list solidifies Longwave's reputation as a trusted partner for individuals and families who want to be leave the world better than they found it.

Longwave strives to match client's values with how their money is invested. "Clients benefit from personalized service, knowledgeable guidance, and custom-built portfolios to reflect their personal and ethical priorities," said Nathan Munits. "This allows our clients to feel like they are making a positive difference for both their own future and their community."

The Forbes | SHOOK Best-In-State Wealth Management Teams rankings are a benchmark for identifying some of the top financial advisory firms in the United States. They use a meticulous methodology that includes interviews, revenue analysis, and an evaluation of ethical practices to recognize excellence in wealth management.

Discover why Longwave Financial is a recognized financial planning firm in New York City. Visit www.longwavefinancial.com for more information about its services, values-based investment options, and how it can help you achieve your financial goals.

Media Contact:

Mali Perl

President

[email protected]

212-279-9121

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

2025 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2025 based on data as of March 2024. 11,674 Management Teams were considered, approximately 5,300 teams were recognized. Not indicative of advisor's future performance. Your experience may vary. For more information, visit https://tinyurl.com/3s5r8z87

SOURCE Longwave Financial

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