Lansdowne Wealth Management, LLC

EST. AUM
$214,135,275

CONTACTS
1

CLIENT ACCOUNTS
778

Firm Details

Metro area Hartford
CRD Number 155422
Website lwmwealth.com
Client types

Overview

Lansdowne Wealth Management, LLC is an independent, fee-only financial advisory firm based in Mystic, Connecticut. Founded by Robert Henderson, CFP®, the firm specializes in retirement planning, investment management, and comprehensive financial planning services. As a fiduciary, Lansdowne Wealth Management is committed to providing objective, personalized advice tailored to each client's unique financial goals. The firm serves a diverse clientele, including pre-retirees, retirees, employees of General Dynamics, and individuals navigating significant life transitions such as divorce. With a focus on transparency and client education, Lansdowne Wealth Management aims to empower clients to make informed financial decisions for a secure future.

Platform Details

Investment Preferences

Alternative Activity