Lansdowne Wealth Management, LLC

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Financial Planning Consultants, Financial Planners

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Today: 9:00 am - 5:00 pm

14 Years

in Business

Accredited

Business

(860) 245-5078

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Map & Directions31 Willow StMystic, CT 06355 Write a Review

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Places Near Mystic with Financial Planning Consultants

Stonington (5 miles)
Groton (9 miles)
Ledyard (10 miles)
New London (11 miles)
Pawcatuck (11 miles)
Mashantucket (12 miles)
Westerly (12 miles)
North Stonington (12 miles)
Gales Ferry (13 miles)
Uncasville (15 miles)

More Info

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.

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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 &amp;amp;amp; Tax Planning Council of Eastern CT

Paladin Registry

Associations

Estate and Tax Planning Council of Eastern CT

Categories

Financial Planning Consultants, Financial Planners

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Details

Phone: (860) 245-5078

Address: 31 Willow St, Mystic, CT 06355

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Lansdowne Wealth Management, LLC

Charitable Giving
The CARES Act was passed eight months ago, but there's one benefit you may have overlooked. Charitable Contributions just got a bit easier.

Investment Management
Because investment strategy is a long-term endeavor, you need someone to walk with you each step of the way, helping you navigate the financial landscape. At Lansdowne Wealth Management, we believe in managing your assets carefully and cautiously. No emotional reactions here. Just educated, experienced advice to help you handle market fluctuations. We create a custom portfolio management plan with your unique situation in mind. We use the following criteria to help you build wealth and manage your investments over time.
Mutual Funds
It's important to understand that because we are fiduciaries by law, and are completely independent of any financial institutions, we have complete freedom to only recommend the best types of investments and insurance needs for each individual client. As such, we are not peddling high-cost mutual funds and unnecessary insurance and annuity products that are often laden with substantial agent commissions and high internal costs. And we aren't running contests or promotions to win trips or other prizes. We do what is in our client's best interests. Always.
Wealth Management
How can we help you? Contact us today to find out. We're happy to answer your questions, make an appointment to meet, or give you general information about starting a relationship with Lansdowne Wealth Management, LLC.

Accounting Services

Financial Planning
For Financial Planning clients, our fees generally range from $2,5000 to $4,500, depending on complexity of the case involved. Fees are always communicated in advance of our engagement, and are almost always fixed prices (the exception is for more complex cases where the time involved cannot be easily estimated). We also have a program to offer discounted financial planning fees to employees, retirees, and family members of General Dynamics.
Retirement Planning
Because we have a heavy focus on working with General Dynamics employees, we have established a program to offer discounted financial planning & retirement planning services to any employee, retiree, or spouse of General Dynamics
Annuities
In fact, most of the investments we utilize are individual stocks, low-cost index funds and ETF's (exchange traded funds), institutional share-class mutual funds, and when necessary, very simple annuity and insurance products such as fixed annuities and low-cost term life insurance (which we will refer out to insurance agents we trust).
Long Term Care
Asset Management
Bob holds a bachelor’s degree in accounting from Bentley University, the CERTIFIED FINANCIAL PLANNER™ professional designation from the CFP Board, the Accredited Asset Management Specialist designation from the College for Financial Planning and the Certified Divorce Financial Analyst designation from the Institute for Divorce Financial Analysis.

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