Our Firm
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
Our Services
We offer a full range of investment and financial services and have access to a wide array of recommendations.
Our Process
We strive to build long-lasting relationships with our clients, offering education and guidance.
Your Financial Knowledge Is Our Priority
Longevity Wealth Management is built on a foundation of education. It is integrated into everything we do. We believe education should be widely available, which is why Mario invests time into sharing his financial knowledge with the public through educational articles in Kiplinger, Money & Finance, and more. It is our pleasure to make these available to you!
Explore Resources
Whether you prefer to learn through reading (articles), watching or listening (videos), or direct application (calculators), we want to provide resources for you to explore. Should questions arise as you look through our library, we are always happy to meet with you to help you understand and apply financial knowledge you've gained!
Read Mario's Latest Article
July 2026
Beyond the Portfolio: A Cautionary Tale on Legacy Planning
One of the essential pillars of comprehensive financial planning is ensuring you have the proper legal structures in place to pass your assets seamlessly to your beneficiaries. While many clients have already established these...