Tax professionals
For clients whose investment decisions, retirement income, or changing circumstances call for coordination between their tax professional and investment adviser.
Referral Partners
A thoughtful introduction.
A client's choice.
You've earned your clients' trust. When they need investment or retirement guidance, we welcome an introduction that puts their needs first.
Working alongside you
Support for the people you serve.
We welcome conversations with professionals who want their clients and families to have access to financial guidance when they need it.
Attorneys
For individuals and families seeking investment guidance after an inheritance, divorce, loss of a spouse, or a change in their estate plans.
Care & community professionals
For families navigating caregiving, health events, or other transitions who would benefit from a conversation about their financial needs.
Our Guiding Principles
Trust comes first.
At Longhouse Wealth Management, referrals are grounded in trust, education, and client-first care. We believe referrals should empower families with options—not pressure them toward decisions.
- Client First: Referrals are made only when they clearly benefit the client or their family.
- No Compensation: We do not give or receive referral fees or incentives.
- No Exclusivity: Clients are encouraged to explore multiple providers and choose what fits best.
- Consent & Privacy: No information is shared without explicit client consent.
- Education Over Promotion: Referrals are framed as resources, not endorsements.
Making an introduction
A conversation, without pressure.
The first step is understanding what the person needs and whether Longhouse may be a fit.
Start with permission.
Ask whether your client would welcome an introduction. You can also share our contact information and let them reach out when they're ready.
Let us listen.
John or Dean will learn about their questions, priorities, and circumstances, then explain how we may be able to help.
Leave the choice to them.
The client decides whether to continue. If they engage Longhouse, we can coordinate with their existing professionals with their permission.
For an initial introduction, please leave out account numbers, Social Security numbers, tax returns, and other sensitive documents. We can arrange an appropriate way to exchange information when needed.
Get to know Longhouse
People Over Profit.
Longhouse Wealth Management is a Native American-owned, father-and-son firm in Encinitas. John and Dean Ferraro work with individuals, families, and employers on investment management and retirement planning.
Who we may be able to help
Families preparing for retirement, people managing an inheritance, and individuals navigating a major life change are all welcome to start a conversation.
Our standard adult investment management minimum is $250,000. Our NextGen program begins at $10,000 for eligible young investors.
Common questions
Before you introduce us.
Do you pay referral fees?
No. We do not give or receive referral fees or incentives.
Is this an exclusive referral arrangement?
No. Clients are encouraged to explore multiple providers and choose what fits best.
Will you keep me informed?
We can coordinate with you when the client gives explicit permission. We respect their privacy and their choice about what information is shared.
Can we talk before I introduce a client?
Yes. Schedule a conversation to get acquainted and discuss the types of situations where we may be able to help. In-person meetings are by appointment only.
Let's get acquainted.
Our goal is simple: when families face moments of transition—health events, caregiving needs, retirement, or loss—we want them to feel supported, informed, and respected.
In-person meetings by appointment only. Contact Longhouse
