Long Run Wealth Advisors acts as a fiduciary providing comprehensive advisory services to a range of clients, from people just starting out in their careers to high-net-worth individuals. Our clients include business owners, physicians, dentists, lawyers and contractors. We also provide institutional asset management to nonprofits, endowments, trusts, foundations and retirement plans.
Our clients each have unique objectives and rationales for choosing Long Run. Some clients choose us because they don’t have a financial plan and need help budgeting and developing a long-term financial strategy. Other clients choose Long Run for peace of mind – these clients may have been focused on saving for retirement, but never had the time to actively manage their own portfolios or assess if their investments would allow them to achieve their personal and financial goals. Still others are successful individuals and business owners who choose Long Run to assist with tax planning strategies and generational wealth transfer. No matter what their reason, Long Run serves as a trusted advisor focusing on the individual goals and dreams of clients.
The firm is located in the Adirondack Park, in the historic Olympic Village of Lake Placid. While Long Run advises clients throughout the U.S., the majority of our clients reside in Lake Placid and neighboring communities of Saranac Lake, Tupper Lake, Keene, Keene Valley, Wilmington, Malone, Saratoga, Glens Falls, Plattsburgh, and Burlington, Vermont.
Long Run recognizes the differences in the lives and businesses of our clients and we are committed to providing you with personalized financial guidance to help you achieve your goals, whatever they may be.
For true financial well-being, you should feel confident in where you are and sure of how well you’ve planned for the future. We can help you get there. Through customized financial planning, we partner with you to tackle everyday challenges and major milestones. From goal planning and wealth management to estate planning and wealth transfer, you can turn to us for comprehensive support and leading-edge resources. Our access to technology, research and specialized knowledge helps us nimbly adapt to your needs and objectives.
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After decades of work, you’ve made it to a well-deserved stretch of freedom called retirement. Now the question is how to make your money last through this new phase of life. As your financial guide, we’ll help you figure out a withdrawal strategy that fits your situation and helps you pursue meaningful goals. After all, you’ve got a lot of living to do.
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We can help create a custom financial plan that is designed to address all your interwoven objectives, supporting your business and personal needs. Whether you want help with cash flow and tax efficiency or retirement and estate planning, we can be your guide.
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Nonprofit organizations require financial stability, supported by a reliable portfolio and consistent returns, to fund their mission over the long term. Our team has experience supporting values-driven business models for nonprofits, endowments and foundations, and we make it our mission to further the financial goals of our clients as best we can.
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We are well-versed in the singular challenges faced by endowments and nonprofits, and understand the responsibilities required to manage significant assets, while adhering to your organization’s mandate. We also understand the importance of your work and your desire to uphold your foundation’s mission in the years to come.
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