34 Water Street
Mystic, CT 06355
860-245-5078
Lansdowne Wealth Management, LLC ("LWM") is an fiduciary, fee-only CERTIFIED FINANCIAL PLANNER professional firm based in Mystic, CT. Our clients depend on us to provide personalized, thoughtful service and advice. As a fee-only Registered Investment Advisor, we present you with objective, independent guidance for achieving your goals. Successful individuals and families in southeastern Connecticut, Rhode Island and throughout the United States rely on us to guide the way so they can be confident in their futures.
Our goal is to provide our clients with the most complete Asset Management and Financial Planning
services available. From the very beginning, our objective is to provide individual investors
with the same level of sophisticated management as institutional investors. We are proud to say
that the services our clients receive rival that of large institutions.
In addition to providing portfolio management services, we also provide our clients with the
opportunity to access our comprehensive Fee-Only Financial Planning and Wealth Management
services.
See Disclosures
Firm Start Year
No. of Employees
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Work with the following types of clients
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Can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
Acknowledged fiduciary
Compliance Disclosures in Last 5 years
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Fee Structure
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Compensation Methods
Bachelor of Science - Accounting
CERTIFIED FINANCIAL PLANNER" professional - Financial Planning
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1866351/retirementplanning-lansdowne-wealth-management,-llc-detailed-disclosureRegistered Investment Advisor in the state of CT. CRD# 155422