Lansdowne Wealth Management, LLC
("LWM") is an independent wealth management 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 Fee-Only Financial Planning and Wealth Management services. More details are provided regarding our Asset and Wealth Managements services in our Services
For those individuals that are employed at Pfizer, General Dynamics, or L&M Hospital
, we have a unique service that allows us to directly manage their 401K assets, without removing their assets from the plan. To learn more about the 401K Service
for individual 401K participants, please click here
for more information.