Belonging Wealth Management

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1405 Colony Cir

Longview, TX 75604

+1 (903) 471-0624

https://belongingwealth.com

Fee-only financial planning for individuals desiring a custom path to retirement. Regardless of where you are in your path to retirement, or if you're currently in retirement, we assess your entire financial profile and build recommendations for your unique journey. Our approach to financial planning is to listen to how you envision your legacy in retirement and beyond. We assess your investment portfolio, healthcare options, Social Security, insurance, estate planning and legacy goals, and retirement withdrawal strategies. We specifically specialize in minimizing retirement related taxes and maximizing retirement lifestyle. Our office is located in Longview, TX, however we also serve clients in various states through virtual platforms.

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Reviews

5.06 reviews

Donnet E.

9/16/2025

Belonging Wealth Management is a fantastic company. Brandon and Den are brilliant but easy to talk to. They are always available to answer any questions. We are very confident in their management...

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Barry E.

9/16/2025

Brandon and Den have been my financial advisors since 2022. Every time I have a question, they not only answer quickly but do so in a friendly and educational way. That is, they offer great...

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Terry R.

10/27/2025

Brandon & Den have been great to work with. They helped me make the decision to retire early. Approximately a year and a half later, everything is going great. They are really helpful and always...

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Troy M.

10/26/2025

Been with Brandon and Den just over a year now. Before I committed to them. They came up with a plan set for me. They both meet with me to explain everything and answered every question I had,...

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Robby G.

9/16/2025

I was looking for a fiduciary financial advisor to help with my retirement finances. I met with Brandon and Den and decided I wanted them to help guide me through this scary life change event....

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