The Longwater-Haffey Group of Truist Investment Services, Inc. The Longwater-Haffey Group of Truist Investment Services, Inc.

The Longwater-Haffey Group of Truist Investment Services, Inc.

125 Worth Ave

Palm Beach, FL 33480-4406

lhg@truist.com

Phone 561-805-5759

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Who we are

Based in Palm Beach, Florida, The Longwater-Haffey Group of Truist Investment Services, Inc. was established when Lance Longwater and Ryan Haffey joined SunTrust, now Truist. As a team, they are motivated by their shared vision that clients are better served when working with an advisor who takes an active role in the end-to-end wealth management process. While they specialize in the investment selection and management process, they also provide comprehensive financial planning and consult on estate, tax*, insurance, and credit matters as they understand the impact that each of these will have on a client's financial well-being.  

They believe a true wealth management approach demands working with only a select group of clients so that tailored solutions can be offered within the context of a comprehensive plan that accounts for clients unique needs and mindset. This approach has helped their practice grow through referrals over the years, and they welcomed Traci Havens and Jack Boyland to the team to help clients receive the excellent support and service clients deserve. The team brings over 60 years of collective experience in the financial services industry and aspires for clients to feel like family.

Their clients include multi-generational families, high earning professionals, business owners, retirees, athletes, physicians, attorneys, organizations, and qualified retirement plans. 

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences. 
Check the background of this investment professional on FINRA's BrokerCheck

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

Wealth Management:

“Always plan ahead. It wasn’t raining when Noah built the Ark.” – Richard Cushing

While the details and intricacies of each plan varies, clients are better served by having one. Once we understand what is important and how it relates to a client’s wealth, we create a plan that prepares for the expected and unexpected events in life that could impact wealth. The thoughtful conversations we pursue throughout the planning process helps us identify areas needing attention. Once a plan is in place, meetings are held throughout the year to revisit our recommendations. Since the only thing constant in life is change, we communicate regularly to confirm the plans and the solutions in place are still appropriate over time.


Investing:

Though there are other elements of wealth management, we specialize in investment advice. Our first step is developing an understanding of your unique needs and willingness to take on the risks associated with investing. We then design an investment strategy that reflects your reason for investing and who you are as an investor. Recognizing strategic (long-term) asset allocation is the primary factor in portfolio behavior and planning outcomes, and tactical (short/intermediate term) decisions can be impactful to risk and return, we apply both to the ongoing investment management process. We select investments within the strategic framework and tactical positioning based on several factors: the extent to which funds (passive or active) and/or individual securities will be used based on the asset class being targeted, the amount being invested, and your preferences.  

We leverage internal and external research that consists of fundamental and technical analysis aiding the security selection process with entry and exit points. Truist’s technology allows us insight to investment exposure and regular reviews and communication help address any areas of concern.  
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    Disclosures

    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

    • Multilingual teammates available at our Multicultural Banking Centers
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    • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    • Limited English Proficiency Support
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