Belonging Wealth Management

Belonging Wealth Management is a financial planning firm at 1405 Colony Circle in Longview, founded and led by Brandon Renfro. The firm's own website describes it as a fee-only fiduciary registered investment adviser working with retirees and pre-retirees in Longview and throughout East Texas. According to the firm, its focus is retirement income and tax planning — pulling withdrawal planning, investment management, retirement accounts, tax considerations and Social Security decisions together into one coordinated plan rather than treating them separately. Clients can meet at the Colony Circle office or remotely by video call or telephone, and the firm says it works with people across the region and beyond. It also publishes articles, guides and FAQs on its site for people trying to sort out retirement questions on their own. Registration as an investment adviser does not imply any particular level of skill or training. Nothing here is investment, tax or legal advice; contact the firm directly to talk about your own situation.