stars 1 stars 2 stars 3

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, LLC
Website 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

Lansdowne Wealth Management, LLC Questions

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].

Top Lansdowne Wealth Management, LLC Employees

View Similar People
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups / month.
Search
Search over 700 million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers (business & personal).
High Performer Summer 2022 RocketReach is a leader in Lead Intelligence on G2 RocketReach is a leader in Lead Intelligence on G2 RocketReach is a leader in Lead Intelligence on G2
talentculture2022
g2crowd
G2Crowd Trusted
chromestore
300K+ Plugin Users