Lance Longwater

Lance S. Longwater
Director Financial Advisor Private Client Group Truist Investment Services, Inc.

125 Worth Ave

Palm Beach, FL 33480-4406

About me

Background

Lance Longwater has been helping clients address their financial goals for over 24 years while offering experience in the areas of financial planning, asset management, personal insurance and investments. Lance focuses on creating and implementing personalized financial plans. The plans are developed after analyzing the client’s overall financial situation in detail, learning about past financial experiences and understanding what is most important to the client. With patience and passion and an eye for detail, he educates his clients about strategies which can help them address both their immediate and future goals. A disciplined investment process, along with regular communication enables him to obtain measurable and meaningful results. Lance also consults on risk management strategies, including offering life and long-term care insurance policy reviews, needs analysis and competitive insurance premium quotes. 

His clients include, but are not limited to, business owners, entrepreneurs, multi-generational families, retirees, widows and widowers, corporate executives, attorneys, doctors and athletes.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Economics
University of Georgia 1992 1996

Personal Interests

Lance serves on the board of Kids’ Dreams, helping economically disadvantaged children within Palm Beach county find educational, cultural and athletic opportunities.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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