Discover the power of personalized investment management with Longhouse Wealth Management, your trusted Native American-owned boutique advisory firm, nestled in the heart of Encinitas, California.
Our firm, founded in 2018, by Dean and John Ferraro, is rooted in Native American values and offers a unique blend of personalized service and expert financial guidance.
With a commitment to transparency and integrity, we are here to help you grow and preserve your wealth for generations to come.
Ensuring financial security across generations.
Expert management of Per Cap Deferred Benefit Plans.
Focus on long-term, passive investment growth.
Tailored investment strategies that align with your personal financial goals.
Expert guidance and fiduciary responsibility for your investment plans.
Ensuring compliance and strategic oversight.
I am an extremely happy client of Longhouse Wealth Management, I have been a client for several years now. They are professional, knowledgeable and trustworthy. I had money coming from various sources, they made the transition easy and worry free.
Adrienne D.
Devise long term strategies for money growth without taking unnecessary risks. Would highly recommend.
Mark S.
Professionals that invested my money wisely and according to my wishes & values. I’d trust them with my grandmother’s money. The team is smart and efficient!
Madeline C.
Email: contact@longhousewm.com
187 Calle Magdalena Ste 103 Encinitas, CA 92024
At Longhouse Wealth Management, we go beyond traditional investment advice by offering a truly personalized and culturally aware approach to wealth management. Unlike big-box firms that rely on cookie-cutter portfolios, we take the time to understand your unique financial journey, goals, and challenges—especially for first-time Native American investors navigating wealth for the first time.
Here’s what makes us different:
✅ People Over Profit – We are a fiduciary firm, meaning we are legally and ethically obligated to put your best interests first—always.
✅ Personalized Investment Strategies – No one-size-fits-all portfolios. Your investments are tailored to your goals, risk tolerance, and values.
✅ Flat, Transparent Fee Structure – At 1.25% AUM, our fee is all-inclusive and covers everything from investment management to tax strategies, retirement rollovers, and estate planning.
✅ Fast, Direct Access – We believe in real relationships, not automated call centers. You get direct access to our advisors and investment officers when you need them.
✅ Deep Understanding of Native American Wealth Challenges – As a Native American-owned firm, we recognize the unique financial considerations that come with tribal land ownership, per capita payments, and tax planning.
At Longhouse, we don’t just manage investments—we help you build, protect, and grow generational wealth with a strategy that’s as unique as you are.
Many investors feel frustrated by the cookie-cutter approach of big-box firms, where their unique goals and financial situations are overlooked.
At Longhouse Wealth Management, we take a different approach—your plan is built for you, not the masses.
We take the time to understand your specific needs, whether it's planning for generational wealth, managing a sudden windfall, or navigating the complexities of tribal land ownership and taxation.
With direct access to our team and a hands-on, tailored strategy, you get personalized guidance that adapts to your life—not the other way around.
At Longhouse Wealth Management, we charge a 1.25% AUM fee, which reflects the premium service and value we provide.
Unlike many advisors who nickel-and-dime clients with hidden fees or limited service offerings, our flat fee covers comprehensive wealth management—including personalized investment strategies, tax-efficient planning, retirement rollovers, estate planning guidance, and direct access to our team.
Plus, with a fiduciary commitment, we always act in your best interest, ensuring your financial success drives ours.
When you consider the depth of expertise, proactive management, and hands-on support you receive, 1.25% is not just competitive—it’s a smart investment in your future.
We're happy to accommodate your schedule. In-office meetings are by appointment only, and we are closed on weekends and public holidays.
We believe in real relationships, not automated call centers. You get direct access to our advisors and investment officers when you need us.
You can contact us by phone at (760) 642-1100 or by email at contact@longhousewm.com or visit our Contact Us page.
A 3(21) & 3(38) Investment Fiduciary provides expert advice and takes on fiduciary responsibility, ensuring that your investment strategies comply with regulations and align with your financial goals.
Longhouse Wealth Management offers customized strategies for executives to defer compensation, focusing on tax efficiency and wealth accumulation to meet long-term financial objectives.
