At Landsberg Bennett Private Wealth Management, we take the time to learn what wealth really means to you and your family. We use deep insight with decades of experience to create and implement a comprehensive wealth plan precisely tailored to you. We aim to understand and care for you far better than any other financial service provider.
Whether you're close to retirement or just making sure you're on the right path to retire in 30 years, Landsberg Bennett provides wealth management services giving you a path to reach your wealth lifestyle retirement goal. You'll have peace of mind as you partner with Landsberg Bennett, an independent, fiduciary based fee-only financial planning firm for a smooth journey and an easy transition into retirement.
Whether you're close to retirement or just making sure you're on the right path to retire in 30 years, Landsberg Bennett provides wealth management services giving you a path to reach your wealth lifestyle retirement goal. You'll have peace of mind as you partner with Landsberg Bennett, an independent, fiduciary based fee-only financial planning firm for a smooth journey and an easy transition into retirement.
Services
Lew leads our firm's retirement planning activities, including development and implementation of plans for our clients. Anthony leads client service for the firm, with a focus on designing wealth strategies for working and retired clients. Debra has worked in financial services for over 20 years, beginning her career with Discover Card, where she was a senior manager and most recently with Merrill Lynch, having worked as a financial advisor.
We help successful individuals and families grow and preserve the wealth they've worked hard to accumulate. For working individuals still building their wealth, we help meet their cash management needs, offer access to lending services and help structure their retirement benefits. For our many clients in or near retirement, we provide guidance on making their wealth last a lifetime.
Retirement should be a time to reap the benefits of your life's hard work. But even affluent individuals may question their preparedness for the active and engaged retirement they often desire. Our financial planning process begins with defining and prioritizing your goals. First, we explore your objectives and aspirations as well as any financial concerns you may have.
As fee-only, independent financial planners who offer an uncommonly high level of service to our clients, we begin our discussion with an informal interview to ascertain that our firm is the right fit for you. Should we choose to work together, you will enjoy the services of a full team of specialists in every aspect of wealth planning.
Join Chief Investment Officer & 7 times Barron's Ranked Advisor Michael Landsberg as he talks about market conditions and our investment outlook. Landsberg Bennett and the Charlotte Harbor Events Center are following the CDC guidelines recommended for social distancing. RESERVATIONS ARE REQUIRED. Space will be limited.
Reviews (2)
Ed Bouton
May 24, 2021
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I would like to promote the financial planning and investment services of Lew Bennett of Landsberg Bennett. Lew is a member of Twin Isles CC in Punta Gorda. A number of Twin Isles members "rave" about Lew's excellent track record managing their investments. Personally, I find Lew to be of the highest integrity. Plus, he's just a great guy!
Shirley Christiansen
Feb 15, 2021
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