252 West Marion Avenue Suite 200, Punta Gorda, FL 33950, Punta Gorda, Florida, 33950, United States
Phone: (941) 391-8000
Established July 2012
Landsberg Bennett Private Wealth Management, a fiduciary, fee-only firm, is devoted to serving individuals, families, and businesses through comprehensive financial services. Central to our ethos is our fiduciary responsibility, which underscores our dedication to prioritize our clients' interests, offering tailored advice to align with specific financial goals.
Our fee structure, determined by assets under management, ensures that our recommendations remain free from commission-related conflicts, centering exclusively on the client's financial aspirations.
We provide a range of services including investment management, estate planning, tax planning, and retirement planning. Our team of financial advisors enables a variety of investment strategies and financial choices. We adopt a personalized approach to investments, integrated with active risk management, aiming to protect and grow our client's assets.
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