Lansdowne Wealth Management, LLC (“LWM”) is an independent financial planning firm based in Mystic, Connecticut that offers financial retirement strategies backed by education, knowledge, and experience that are supported by proven industry research. 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 and Wealth Management 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 Financial Planning, Wealth Management, and Divorce Planning services.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 34 Water Street, Mystic,ct 06355,united States
- Phone
- +1.860.245.5078
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- lwmwealth.com
- Keywords
- Financial Planning, Wealth Management, Investment Management, Retirement Planning, Divorce Planning, 401K.
- HQ
- Mystic, CT
- Competitors
- BLACKWATER WEALTH MANAGEMENT LIMITED, Lansdowne Private Wealth Management, Leicester Wealth Management, Justice Wealth Management, Chelmer Wealth Management Ltd, Kingsmarque Wealth Management, Reddings Wealth Management Ltd, Arvan Wealth Management, BKD Wealth Management Limited, Ben Ricketts Wealth Management Ltd.
Lansdowne Wealth Management, Llc Questions
Lansdowne Wealth Management, Llc's helpline number is +1.860.245.5078
Lansdowne Wealth Management, Llc's website is lwmwealth.com
Lansdowne Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/lansdowne-wealth-management
Lansdowne Wealth Management, Llc has
3 employees.
View email and phone details for 3
employees at Lansdowne Wealth Management, Llc.
Lansdowne Wealth Management, Llc's industry is
Investment Management
Lansdowne Wealth Management, Llc's top competitors are
Blackwater Wealth Management Limited,
Lansdowne Private Wealth Management,
Leicester Wealth Management,
Justice Wealth Management,
Chelmer Wealth Management Ltd,
Kingsmarque Wealth Management,
Reddings Wealth Management Ltd,
Arvan Wealth Management,
Bkd Wealth Management Limited,
Ben Ricketts Wealth Management Ltd.
Lansdowne Wealth Management, Llc's categories are Investment Management
Lansdowne Wealth Management, Llc's founding year is 2010
