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State DirectoryLansdowne Wealth Management, LLC
Retirement Wealth Advisors
- HoursOPEN NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Categories
- Financial Planning Consultants, Financial Planners
- Services / Products
- Retirement Planning, Financial Planning, Investment Services
- Payment Options
- Location
- Personal Financial Planning Experienced Financial Advisors Independant, Fee-Only Financial Planners and Investment Advisors
- Accreditation
Estate & Tax Planning Council of Eastern CT
Paladin Registry
- Associations
- Estate and Tax Planning Council of Eastern CT
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.