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Retirement Wealth Advisors

General Info

LWM offers a comprehensive range of personal financial planning services. Our recommendations are always driven by what we believe to be in your best interest, based on the information you provide. It is always up to our clients what type of services they ultimately need.

You have spent a lifetime accumulating a retirement nest egg. The last thing you want to hear is a "hang in there and things will get better" approach with your life savings. At Lansdowne Wealth Management, we employ a prudent, proven process in developing your retirement investment plan. With an eye towards "absolute returns", we focus first on protecting your retirement income from the peaks and valleys of the market, and secondarily at growing your wealth conservatively. Our investment models utilize a combination of world-class investment research, coupled with a time-weighted, or "bucket" approach to allocating safe and riskier investments over your lifetime.

 

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours

Regular Hours

Sat - SunClosed

Services/Products
  • Financial Planning
  • Investment Services
  • Retirement Planning
Payment method
check
Location

Personal Financial Planning

Experienced Financial Advisors

Independant, Fee-Only Financial Planners and Investment Advisors

Accreditation

Estate & Tax Planning Council of Eastern CT

Paladin Registry

Associations
Estate and Tax Planning Council of Eastern CT
Categories
Financial Planners, Financial Planning Consultants

COUPONS & DEALS

No coupons available

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