Lansdowne Wealth Management, LLC ("LWM") is an fiduciary, fee-only financial planner 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
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.
Firm Start Year
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I work with the following types of clients
I can meet clients in the following ways
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Minimum Portfolio Size for New Managed Accounts
Bachelor of Science - Accounting
Registered Investment Advisor in the state of CT. CRD# 155422