Landsberg Bennett Private Wealth Management


Phone
941-391-8000

Email
Address 252 West Marion Avenue Suite 200 Punta Gorda, FL, 33950
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Description
Landsberg Bennett Private Wealth Management is a fiduciary, fee-only wealth management firm dedicated to providing comprehensive financial services to individuals, families, and businesses. Acting as a fiduciary, we pledge to always work in the best interests of our clients, offering objective advice and solutions tailored to individual financial goals.

As a fee-only firm, Landsberg Bennett Private Wealth Management charges a straightforward fee based on the assets under management. This structure eliminates conflicts of interest associated with commission-based compensation, ensuring that the advice and services provided are guided purely by the client's financial needs and objectives.

We offer a range of services, including investment management, estate planning, tax planning, and retirement planning. We house a team of financial advisors who assist with various investment strategies and financial decisions. Our well-established investment methodology, complemented by proactive risk management, aims to both protect and grow our client's wealth.

Year established
2012

Categories
Financial Services, Financial Planning Consultants
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