Lansdowne Wealth Management, LLC (“LWM”) is an independent financial planning 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. Successful individuals and families in southeastern Connecticut, Rhode Island and throughout the United States rely on us to guide the way so they can be confident in their futures. 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, Wealth Management, and Divorce Planning services.
View Top Employees from Lansdowne Wealth Management, LLCWebsite | https://lwmwealth.com |
Revenue | $218000 |
Employees | 3 (2 on RocketReach) |
Founded | 2010 |
Phone | (860) 245-5078 |
Fax | (866) 439-0578 |
Industry | Investment Management, Finance, Brokerage, Investment Banking |
Web Rank | 26 Million |
Keywords | Single Life Annuity With Level Income |
Competitors | CIG Private Wealth Management, Fluffy Dog Designs, Henny Penny Corporation, Lowe Carting & Recycling, Rose City Financial Services |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 56 Companies, NAICS Code 56111 Companies, NAICS Code 5611 Companies, NAICS Code 561 Companies, NAICS Code 561110 Companies |
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The Lansdowne Wealth Management, LLC annual revenue was $218000 in 2024.
Robert Henderson is the President, CERTIFIED FINANCIAL PLANNER™ professional of Lansdowne Wealth Management, LLC.
2 people are employed at Lansdowne Wealth Management, LLC.
The NAICS codes for Lansdowne Wealth Management, LLC are [56, 56111, 5611, 561, 561110].
The SIC codes for Lansdowne Wealth Management, LLC are [87, 874].