Lansdowne Wealth Management, LLC

Lansdowne Wealth Management, LLC From the very beginning, our objective is to provide individual investors with the same level of sophisticated management as institutional investors.

Fee-only CERTIFIED FINANCIAL PLANNER™ professional, focusing on the financial planning needs of individuals requiring planning and oversight of their serious, long-term retirement money. Our goal at Lansdowne Wealth Management, LLC is to provide our clients with the most complete Asset and Wealth Management services available, independent of the pressures of large, corporate brokerage firms. We ar

e proud to say that the services our clients receive rival that of large institutions. As a CERTIFIED FINANCIAL PLANNER™ professional, we specialize in the needs of those individual investors requiring management and oversight of their serious, long-term retirement money. In addition, we specialize in the unique needs of women going through divorce.

Address

Mystic, CT

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18602455078

Website

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Our Story

Our goal at Lansdowne Wealth Management is to provide our clients with the most complete financial planning services available, independent of the pressures of large, corporate brokerage firms. 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. We focus on the needs of those individual investors requiring financial planning, management and oversight of their serious, long-term retirement money. Our specialty is working with employees and retirees of General Dynamics. Our deep knowledge of their benefits packages, 401k plan (SSIP), and pension plans affords us the ability to easily navigate all of the needs and concerns of individuals looking to maximize their retirement from General Dynamics.