Landsberg Bennett Private Wealth Management offers a CERTIFIED FINANCIAL PLANNER (CFP®) and Investment Advisors in Punta Gorda, Florida. Call us today for more details!

 

A Certified Financial Planner in Punta Gorda, Florida

Why are you investing?
 
Who will you trust  to guide you in making important decisions about your wealth?
 
Landsberg Bennett Private Wealth Managment probes deeper to find out what wealth really means to you and your family. We are not about creating a “same as” service experience. We want you to feel that you are cared for and that we truly understand the goals you’ve set for yourself and your family. We believe you will see and feel our honest, sincere and caring culture reflected in every client interaction.
 
Our wealth management practice is structured around clients with different needs. Many of the people we work with are retired or approaching retirement. They look to us for wealth strategies designed to help sustain and enhance their lifestyle. Our client base also includes physicians and other professionals, executives and business owners. In general, they’re seeking objective investment guidance, asset preservation strategies and risk management techniques. We also have three Certified Financial Planners (CFP®) on our team to  help our clients develop financial plans.
 
No matter where you fit in, our focus is on helping you answer your essential questions about how to put your wealth to work for you and the generations to come. Many people in retirement are worried about whether or not they can maintain their current lifestyle for the rest of their lives.  We can sit down with you to help you make sure you take the right steps to succeed with your retirement plan.  If you'd like to know how we may be able to help, we'll be glad to talk with you about your future.  There's no cost and no obligation.  Call or email us today to set up a time to meet.