At Landsberg Bennett, we believe that building a strong financial future requires more than just strategy — it requires a deep commitment to doing what’s right. Our approach is rooted in integrity, ensuring that every decision we make is fully aligned with your goals and interests. We strive to create financial plans that are as unique as the individuals we serve, focusing on transparency, trust, and personalized service to help guide you through every step of your financial journey.
Where Trust Meets Dedication
At Landsberg Bennett Private Wealth Management, our focus is on providing personalized financial advice that centers on your goals. As a fiduciary and fee-only practice, we operate without the influence of commissions, helping to ensure that our advice is truly aligned with your needs. We are committed to helping you achieve financial success with complete transparency.
Trust is at the core of everything we do, and we believe in building lasting relationships based on clear, honest communication.
Guided by Principles That Build Wealth
We believe in creating financial strategies that are designed for long-term success but flexible enough to adjust as your life changes. Our approach prioritizes your goals, which helps to ensure that every recommendation we make reflects your individual needs.
Whether you’re planning for retirement, managing investments, or securing your legacy, our strategies are tailored to help you achieve your personal financial objectives.
Comprehensive Services Tailored for You
Landsberg Bennett offers a broad range of services designed to meet your financial needs:
Retirement Planning: Crafting strategies to help you enjoy a secure retirement.
Investment Management: Developing customized portfolios based on your goals.
Tax Strategies: Minimizing tax burdens while maximizing financial growth.
Estate Planning: Protecting your legacy and ensuring seamless wealth transfer.
Personal Risk Management: Identifying and addressing potential financial risks to safeguard your assets and wealth.
Our fee-only structure will help ensure you receive guidance that is both transparent and fully focused on your financial success.
A Roadmap to Success: Our Process
Our process starts with understanding your goals and creating a detailed plan to achieve them. We guide you every step of the way, from strategy creation to implementation, with ongoing monitoring to help ensure that your plan adapts to life changes.
Here’s how we do it:
Discovery: We begin by learning about your financial goals and challenges.
Planning: Based on your needs, we craft a plan covering all key aspects of your financial life.
Implementation: We put your plan into action, ensuring all elements work together effectively.
Ongoing Monitoring: Life changes, and so does your plan. We continuously monitor and adjust it as needed.
We believe in open communication and consistent updates, helping you to stay in control of your financial journey.
Meet the Minds Behind the Mission
Led by Michael Landsberg and Lew Bennett, our team is deeply committed to helping you make confident, informed decisions. With decades of experience guiding clients through complex financial landscapes, our goal is to deliver the thoughtful, strategic advice you need to help you succeed.
Our approach is driven by dedication, integrity, and a genuine commitment to helping you achieve your financial goals.
Partners in Your Financial Journey
We work with a diverse group of clients, from individuals to families, helping them grow, protect, and transfer their wealth. Our services are designed to address the specific needs of those looking for long-term financial strategies, including retirement planning and multigenerational wealth management.
We’re here to offer tailored solutions that align with your goals and circumstances.
Why Trust Us with Your Financial Future?
As a fiduciary and fee-only practice, our responsibility is to act in your interest. Our model is designed to provide transparent advice without the influence of external pressures or hidden fees.
We take pride in offering a straightforward, client-first approach, working together to help you make the most informed financial decisions.