40+ Years Creating Tailored Investing Strategies For Long-term Financial Growth
Experience means looking beyond the noise of the day to create custom portfolios designed to meet client needs for the long term.
We specialize in helping individuals and families with their investment portfolio
We work with individuals and families to build wealth in the current generation and beyond. We work with multiple generations within families. Retirees who want to grow, preserve, and pass along wealth. Working families who want to provide for their own futures as well as their children. Next generation teaching, preparing for life, as students and early career professionals.
Meet Your Advisors
Longview's advisors are Robert and Claudia Wert, a father-daughter duo that work with you to help achieve your financial goals
Robert Wert
Robert (Bob) Wert holds an MBA in Finance from the University of Chicago and a BBA in Business from the Pennsylvania State University. Bob has been a financial advisor for over 40 years. Bob founded Longview Private Wealth Management in order to provide an elite level of service to a select clientele of individuals, families, businesses, and non-profit organizations. The group is committed to understanding clients’ aspirations and to develop investment plans and strategies designed to achieve those goals.
Claudia Wert (Stover)
Claudia has been a financial advisor for over 10 years. She works with employer sponsored retirement vehicles including traditional 401(k), safe harbor, 403(b), SIMPLE, SEP, and Single K plans.
In the modern regulatory environment, understanding your fiduciary obligation can often be a complex task. Claudia makes these investments easy to understand and work for your business.
Our Support Staff
Short description of advisors
Michelle Boyle
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Terri West
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Core Values
Short description of core values
Long-term Goal Planning
We learn where you are today and work with you to identify your financial goals. We then develop a plan to help you reach those goals.
Bespoke Investment Strategy
Every situation is unique, we custom tailor our approach to meet your needs.
Listening & Strategizing
Your experience here is one of being truly heard before we decide on a course of action together.
Providing Clarity & Confidence
Our job is to make your life simple, we speak in plain English and we're approachable with any questions you might have.
Where to find us
Longview's offices are located at 1200 Broadcasting Rd, Suite 103. We have ample parking in the side lot. We're located on the first floor with a wheelchair accessible ramp in front of our door.
Please avoid the main lobby as there's no direct access to our offices from the font of the building.
Please avoid the main lobby as there's no direct access to our offices from the font of the building.
Hours of operation
- Monday: 9am-5pm
- Tuesday: 9am-5pm
- Wednesday: 9am-5pm
- Thursday: 9am-5pm
- Friday: 9am-5pm
- *Later by appointment*
Longview's offices are closed for all NYSE holidays.
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Regognized Within Our Industry
Robert Wert is a frequent speaker at Wells Fargo conferences, where he shares practical insights with fellow professionals. His speaking topics have included inter-generational management, practice management, and alternative investments. These are areas that require both technical knowledge and a clear understanding of how families and organizations make decisions over time. Robert’s ability to communicate these subjects in a straightforward way has made him a trusted voice as a financial advisor.
He has also earned significant third-party recognition, including the Forbes "Best-in-State Wealth Advisors" awards in 2025, 2024, 2023, 2022, 2021, 2020, 2019, and 2018 . This sustained recognition reflects a long-term commitment to professionalism and industry standards. Robert brings more than 40 years of experience as a financial advisor, giving him perspective across multiple market environments and economic cycles. That tenure informs how he thinks about markets, where he has developed a long-term strategy as a financial advisor. Colleagues and conference audiences value his emphasis on thoughtful practice management and clear, repeatable approaches.
Through decades in the profession, Robert has remained focused on continued learning and sharing what he has learned with others in the industry. His work reflects an advisor who understands the importance of structure, communication, and long-range planning across generations. Overall, Robert’s speaking engagements, industry recognition, and four-plus decades of experience position him as an established professional with a respected presence in his field.
He has also earned significant third-party recognition, including the Forbes "Best-in-State Wealth Advisors" awards in 2025, 2024, 2023, 2022, 2021, 2020, 2019, and 2018 . This sustained recognition reflects a long-term commitment to professionalism and industry standards. Robert brings more than 40 years of experience as a financial advisor, giving him perspective across multiple market environments and economic cycles. That tenure informs how he thinks about markets, where he has developed a long-term strategy as a financial advisor. Colleagues and conference audiences value his emphasis on thoughtful practice management and clear, repeatable approaches.
Through decades in the profession, Robert has remained focused on continued learning and sharing what he has learned with others in the industry. His work reflects an advisor who understands the importance of structure, communication, and long-range planning across generations. Overall, Robert’s speaking engagements, industry recognition, and four-plus decades of experience position him as an established professional with a respected presence in his field.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18.
2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Community Engagement
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Visit us at 1200 Broadcasting Rd, Suite 103
Main Phone: 484-317-8255
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