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The road to financial clarityRuns through Longstreet

We provide straightforward guidance and disciplined wealth management strategies for individuals and families. Our team works with you to build a financial framework aligned with your personal objectives.

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Meet your plannersWhy we started 
Longstreet Wealth Management

A financial strategy is only as strong as the relationship you have with the people guiding you. We founded Longstreet Wealth Management to be a place where clients could work directly with dedicated planners focused on clear, disciplined guidance. Our team is the foundation of this mission. We encourage you to learn more about our individual backgrounds, our shared philosophy, and the professional experience we bring to every client relationship.

What we doHow we serve families & Businesses

We deliver disciplined financial planning and investment guidance for families and business owners. Our team focuses on developing integrated strategies designed to support your personal, professional, and financial goals.

Portfolio Management

Portfolio Management


Portfolio Management

We construct and manage investment portfolios designed to align with your personal financial objectives and risk tolerance. Our process is built on a disciplined framework of asset allocation and diversification. We provide ongoing monitoring and regular reviews to ensure your portfolio remains consistent with your long-term goals.

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Retirement Strategies

Retirement Strategies


Retirement Strategies

We help you analyze your financial situation to prepare for your retirement years. This includes reviewing potential income sources, evaluating distribution options, and creating a framework for your post-career finances. Our focus is on building a sustainable strategy that aligns with your vision for the future.

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Risk Management

Risk Management


Risk Management

Identifying and addressing potential financial risks is a central part of a comprehensive plan. We review your exposure to market volatility, personal liability, and other uncertainties. We then recommend strategies intended to mitigate the impact of unforeseen events on your long-term goals.

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Estate Strategies

Estate Strategies


Estate Strategies

A well-structured estate strategy helps you organize your financial affairs and direct your assets as you intend. We collaborate with you and your legal professionals to ensure your financial plan is aligned with your estate documents. This process helps you articulate your goals for wealth transfer and legacy planning.

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Small Business Owner Guidance

Small Business Owner Guidance


Small Business Owner Guidance

Business owners face a distinct set of financial complexities. We provide guidance on integrating your personal and business financial plans, evaluating company retirement plan options, and addressing succession planning. Our team helps you navigate the intersection of your company’s success and your personal wealth.

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Who We AreTwo Teams,
one purpose.

Longstreet Wealth Management serves clients from our two office locations in Amarillo and Hereford. While our teams are based in different communities, we operate as one cohesive firm, united by a single purpose: to deliver clear, disciplined, and client-focused financial guidance.

This structure allows us to provide accessible, local support while ensuring every client benefits from our firm's shared process and professional standards. We invite you to meet the dedicated planners at both of our locations.

Meet the Hereford teammeet the amarillo team

our processIt begins with a call

We believe financial guidance should be clear and accessible. Our client process is designed to be straightforward and transparent, focusing on what matters most—your goals. It's a disciplined approach that moves from understanding your needs to implementing your strategies, broken down into three simple steps.


Discovery Call

We begin with a conversation to understand your complete financial picture. This step involves listening to your personal and professional goals, defining your objectives, and assessing your tolerance for risk. It is the foundation upon which we build your entire financial framework.

 

Build Your Custom Plan

Using the insights from our discovery meeting, our team analyzes your information to develop a plan with specific recommendations. We present this customized strategy to you in a clear and straightforward manner. We will walk you through each component, ensuring it aligns with your stated objectives.


Monitor & Adjust

A financial plan should evolve as your life and the markets do. We establish a schedule of regular reviews to monitor your plan's progress and make adjustments as needed. This ongoing process is designed to keep your financial strategies aligned with your long-term goals.




Please note: Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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