31 Willow Street | Mystic, CT 06355
P: 860-245-5078 | F: 866-439-0578
Personal financial planning. It's not about which stocks to buy, or the hottest mutual fund of the year. It's about what a sound financial strategy can do to achieve your personal financial planning and retirement goals over time whether the markets are up or down.

Lansdowne Wealth Management, LLC (LWM) is a fee-only financial planning and investment firm based in Mystic, Connecticut that offers financial strategies backed by education, knowledge, and experience, supported by proved industry research. Our clients depend on us to provide personalized, thoughtful service and investment management services. As a fee-only registered investment advisor, we present you with objective, independent guidance for achieving your goals.
INVESTMENT MANAGEMENT
Investment Management
You've accumulated an investment portfolio and are ready for professional money management. You need more sophistication but don't want more complexity. Our philosophy is to construct an investment portfolio that meets a client's personal needs and expectations, while ensuring you never accept more risk than is necessary. As a fee-only investment advisor, we take our fiduciary responsibility seriously. >Learn More
RETIREMENT PLANNING
Retirement Planning
You're beginning to plan for the next stage in your life. Maybe it's 10 years away; maybe you're already there. You have questions. At LWM we are serious about ensuring a successful retirement for you and your loved ones. With our unique financial planning and retirement models, we will develop a plan that is right for you.
FINANCIAL PLANNING
Financial Planning
As you progress through life, you experience changes and challenges; however, your financial planning strategies should not keep you up at night. By creating a financial strategy that is periodically reviewed and updated to our investment outlook and your life's changes, we can provide you piece of mind and a means to achieving your goals.