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

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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