Lansdowne Wealth Management, LLC is an independent financial planning and investment 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. 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 Financial Planning and Wealth Management services. More details are provided regarding our Asset and Wealth Managements services in our Services section.
Robert Henderson is the President and Advisor at LWM. Prior to founding the firm, Mr. Henderson was a financial advisor with a nationally recognized brokerage firm. His previous experience included numerous senior corporate financial positions, including Director of Finance and Accounting and Controller positions. Mr. Henderson holds a BS degree in Accounting from Bentley College (now Bentley University), earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning, and is a Certified Divorce Financial Analyst (CDFA).
He is also been awarded the Paladin Registry’s highest quality rating (five stars). The Paladin Registry provides information, rating, and documentation services to investors who rely on planning and investment professionals to help them achieve their financial goals. Since 2003, Paladin has helped hundreds of thousands of investors select advisors based on their qualifications and not the content of their sales pitches.
Mr. Henderson is a resident of Mystic with his wife and two children, and is active in a number of local civic, community, and professional organizations: