Open an Account

Start Your Wealth Journey with Longhouse

Getting started is easy! Whether you’re investing for the first time or looking to transfer your assets, we’re here to guide you through a seamless process.

1️⃣ Schedule Your Introductory Wealth Conversation

  • Book a quick call to discuss your goals and see if we're a good fit.



2️⃣ Complete Our Secure Online Application

  • After our meeting, we’ll send you a secure form to gather important details or you can get started on your own at the bottom of this page.

3️⃣ Personalized Investment Plan

  • We’ll craft a strategy tailored to your needs and goals.

4️⃣ Fund Your Account & Start Investing

  • Once your account is set up, you can transfer funds and begin your investment journey.
How It Works
Why Open an Account with Us?

Personalized Wealth Strategies – No cookie-cutter portfolios, just smart investing tailored for you.


Fiduciary Commitment – We act in your best interest, always.


Full-Service Financial Management – More than investing, we help with tax strategies, estate planning, and more.


Direct Access to Our Team – No call centers, just real advisors who know your name.

Frequently Asked Questions (FAQs)

What do I need to open an account?


You’ll need a valid ID, basic financial details, and an initial deposit (if required).


Is there a minimum investment requirement?


Yes, our minimum investment requirement is $250,000.


How long does the process take?


Most accounts are set up within 3-5 business days.


What types of accounts can I open?


We offer individual, joint, trust, and retirement accounts (401(k) rollovers, IRAs, etc.).


Have more questions?

Ready to Get Started?

"Very customer focused offering, outstanding investment advice and recommendations that meet or exceed your wealth building objectives. You're in good hands with Longhouse Wealth Management. ⭐⭐⭐⭐⭐"

Gary H.

Rollovers, Roth, traditional IRA, SEP

non-retirement account