Lansdowne Wealth Management, LLC ("LWM") is an fiduciary, fee-only financial planner firm based in Mystic, CT. 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 Management and Financial Planning 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 Fee-Only Financial Planning and Wealth Management services.

Firm Start Year

No.of Employees

CRD#

Firm CRD#

Insurance License#

Name of Custodial Firm

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

I work with the following types of clients

Advisory Services Provided

Investment Types

I can meet clients in the following ways

Registered Investment Advisor

Investment Advisor Representative

I am an acknowledged fiduciary

Compliance Disclosures in Last 5 years

Criminal Disclosures in Last 5 years

Certifications, Accreditations & Designations

Securities Licenses

Financial Organization Memberships

Fee Structure

Minimum Portfolio Size for New Managed Accounts

Compensation Methods

Bachelor of Science - Accounting

Registered Investment Advisor in the state of CT. CRD# 155422