A Goal Without a Plan is Just a Wish.
- Antoine de Saint-Exupéry
WHY LANSDOWNE WEALTH MANAGEMENT?
Because not all financial planners are created equal
As a Registered Investment Advisor (RIA), we are required by law to act in a fiduciary capacity when serving all clients. Your interests come first at all times. It's that simple.
As an independently owned and operated fee-only business, we answer only to you. Because we're not owned by or affiliated with any other entity, we're free to offer advice that's agile, creative and uniquely tailored to your goals.
As a fee-only financial planner in Connecticut, we are compensated by the fee paid to us by you, our client, for investment advice and financial planning. No sales pitch, no commissions, no products sold, and no "kickbacks."
Our personalized advice is not limited to investing. We also provide complete personal financial planning to help you and your family make smart overall decisions with your money.
Because you shouldn't have to wait for answers, we respond promptly to your needs, in your preferred method of communication. Whether it's in person, by phone, or by electronic means.
We do not try to be “all things to all people.” We understand the needs of our specific clientele and are experienced in meeting those needs.
9 Common Mistakes that Investor Make
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