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Sara Ann McIntosh

Longview Wealth Management

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About Sara Ann McIntosh

Sara McIntosh is a financial advisor with Longview Wealth Management. Sara is a Certified Financial Planner and is registered to offer advisory services in Georgia. She has been in the financial services industry since 2013. Sara has experience in both investment advisory and insurance services. Sara specializes in financial planning and portfolio management for individuals and businesses. Sara is committed to providing her clients with personalized advice and guidance to help them reach their financial goals. Sara also works with M. S. Howells & Co. in Scottsdale, Arizona.

Firm Information

Sara McIntosh is currently registered with Longview Wealth Management. Longview Wealth Management is an Atlanta, GA-based registered investment advisor with over $986 million in assets under management. The firm offers a range of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They serve a diverse client base, including high-net-worth individuals, corporations, and pension plans.
Longview Wealth Management

5605 GLENRIDGE DRIVE

ATLANTA, GA 30342

$986.75M

Assets Under Management

22

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sara McIntosh’s Registration & Firm History

GA

09/07/2017 - Present

Longview Wealth Management (ATLANTA GA)

GA

03/12/2013 - 12/31/2022

CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 06/07/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sara Ann McIntosh.
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