Who will you trust to guide you in your wealth management decisions? Will they always put your interests first?
At Landsberg Bennett Private Wealth Management, we take the time to learn what wealth really means to you and your family. We use deep insight with years of experience to create and implement a comprehensive wealth plan precisely tailored to you. We aim to understand and care for you far better than any other financial service provider.
Whether you’re close to retirement or just making sure you’re on the right path to retire in 30 years, Landsberg Bennett provides wealth management services giving you a path to help reach your wealth lifestyle retirement goal. Partnering with Landsberg Bennett, an independent-minded, fiduciary based fee-only financial planning firm, will help you alleviate your concerns and prepare you for a smooth and an easy transition into retirement.
No matter what your situation is, we can help you decide how to put your wealth to work, for you and the generations to come.
*Barron’s annual rankings are based on assets under management, revenue generated by advisors for their firms, and the quality of their practices. Investment performance isn’t an explicit criterion, because it is often a function of each client’s appetite for risk. In our evaluations, we examine regulatory records, internal company documents, and 100-plus data points provided by the advisors themselves.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.