Business Details
Your Trusted Partner for Comprehensive Wealth Management
At Landsberg Bennett, we prioritize understanding the unique meaning of wealth for each client. Our approach combines decades of experience with deep insight to create tailored wealth plans that align with individual goals. As a fiduciary-based, fee-only firm, we ensure your interests remain our sole focus. We serve individuals, families, and institutions, offering comprehensive strategies for retirement, tax planning, estate management, and generational wealth transfer. Our commitment to transparency and personalized service distinguishes us in the financial advisory landscape. Recognized by Forbes and Barron's for excellence, we emphasize long-term relationships built on trust and accountability.Our teams expertise spans risk management, investment strategies, and holistic financial planning, ensuring clients are prepared for both anticipated and unforeseen challenges. We believe in empowering clients through education and clear communication, avoiding complex jargon to maintain accessibility. With a focus on fiduciary responsibility, we aim to alleviate financial concerns and provide clarity for a secure future. Our process begins with in-depth consultations to map out personalized paths toward achieving wealth-related objectives.
Services
Wealth Management
Retirement Planning
Tax Optimization
Estate Management
Investment Strategies
Risk Management
Generational Wealth Transfer
College Funding
Charitable Giving
Business Succession
Highlights and features
- We are fiduciary-based fee-only advisors prioritizing your interests
- We offer personalized wealth management tailored to your unique goals
- Our team has decades of experience recognized by Forbes and Barron's
- We provide holistic financial planning covering retirement, taxes, and estates
- We emphasize transparency, education, and clear communication
What people say
Top financial advisors
Best in state
Client-centric solutions
Transparent practices
Award-winning service
Services
Wealth Management
Our wealth management services provide customized strategies to grow, preserve, and transfer wealth. We focus on aligning financial plans with personal values and long-term objectives. By integrating tax, estate, and investment planning, we help clients achieve financial confidence across generations.
Retirement Planning
We design retirement plans that ensure financial security while addressing lifestyle goals. Our approach considers income needs, risk tolerance, and market conditions. Through ongoing portfolio management and adjustments, we help clients transition smoothly into retirement without outliving their assets.
Estate Management
Our estate management services focus on protecting and transferring wealth efficiently. We collaborate with legal and tax professionals to create plans that minimize liabilities and reflect clients' wishes. Strategies include trusts, charitable giving, and generational wealth transfer frameworks.
Investment Strategies
We develop diversified investment portfolios tailored to individual risk profiles and financial goals. Our strategies emphasize long-term growth, tax efficiency, and risk mitigation. Regular reviews ensure alignment with evolving market conditions and client objectives.
Tax Optimization
Our tax optimization services identify opportunities to reduce liabilities through strategic planning. We analyze income, investments, and estate plans to implement tax-efficient solutions. The goal is to maximize after-tax returns while ensuring compliance with regulatory requirements.
People
Michael W. Landsberg
Co-Founder
Michael W. Landsberg brings over 30 years of experience in wealth management, recognized by Forbes and Barron's as a top advisor. His expertise focuses on fiduciary-based planning and client-centric solutions.
Lew Bennett
Co-Founder
Lew Bennett co-founded the firm with a commitment to transparent, fee-only advisory services. Recognized in Forbes' Best in State Wealth Advisors, he specializes in comprehensive financial planning and retirement strategies.
Questions
What makes Landsberg Bennett different from other financial advisors?
We operate as a fiduciary-based, fee-only firm, ensuring your interests are our sole priority without conflicts from commissions or product sales.
Do you work with clients outside of retirement planning?
Yes, we provide comprehensive services including tax optimization, estate management, investment strategies, and generational wealth transfer for all life stages.
How are your services priced?
We use a transparent fee-only structure based on assets under management, with no hidden costs or commission-based products.
What areas do you specialize in?
Our expertise includes retirement planning, tax-efficient strategies, estate management, risk assessment, and customized investment portfolios tailored to client goals.
How often will we review my financial plan?
We conduct quarterly portfolio reviews and annual comprehensive plan updates, with additional check-ins available for significant life changes.
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