Landsberg Bennett Private Wealth Management

  • Financial Services
  • Punta Gorda FL
  • 12 employees
Get Full Info

Company Overview

Headquarters
252 W Marion Ave Ste 200, Punta Gorda FL
Website
landsbergbennett.com
Phone
(941) 391-8000
Employees
12
Founded in
2012
Industry
Financial Services
NAICS Code
NAICS Code 52393 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
More Details

Financials & Stats

Revenue

$3B

More Financials

Who is Landsberg Bennett Private Wealth Management

Landsberg Bennett Private Wealth Management is a privately held company based in Punta Gorda, Florida. With 12 employees, the firm focuses on providing comprehensive financial services to individuals and families. The company specializes in fee-only wealth management, offering personalized strategies in investments, retirement planning, asset management, and tax services. They emphasize transparency and independence, as their compensation comes solely from client fees, ensuring their advice is not influenced by product sales commissions. Landsberg Bennett maintains a fiduciary responsibility, prioritizing their clients' best interests in every financial decision and strategy implemented. They believe in a deep understanding of their clients' financial situations, utilizing sophisticated strategies to help maximize assets and minimize tax liabilities. For inquiries or to discuss your financial needs, you can reach Landsberg Bennett Private Wealth Management at landsbergbennett.com.

Landsberg Bennett Private Wealth Management Industry Tags

Retirement Planning
Investment Guidance
Private Wealth Management
Fiduciary
CERTIFIED FINANCIAL PLANNER
Portfolio Managment
Risk Management
Fee Only Advice
View All Industry Tags

Landsberg Bennett Private Wealth Management Tech Stack

JavaScript
HTML
PHP
View All Tech Stack

Companies Similar to Landsberg Bennett Private Wealth Management

Analyze industry trends and opportunities by examining competitors and companies comparable to Landsberg Bennett Private Wealth Management, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
3M 8 Denver, CO 2013
3M 6 Tucson, AZ 2019
3M 8 Charlotte, NC
3M 38 Austin, TX
3M 9 Anaheim, CA 1981
View More Companies

FAQ

What is the location of Landsberg Bennett Private Wealth Management's headquarters?
The headquarters of Landsberg Bennett Private Wealth Management are situated at 252 W Marion Ave Ste 200, Punta Gorda FL
What is Landsberg Bennett Private Wealth Management's phone number?
Landsberg Bennett Private Wealth Management's contact number is (941) 391-8000.
What is Landsberg Bennett Private Wealth Management's official website?
The official website of Landsberg Bennett Private Wealth Management can be found at landsbergbennett.com.
What is Landsberg Bennett Private Wealth Management's current revenue?
As of November 2019, Landsberg Bennett Private Wealth Management's annual revenue reached $3B.
How many employees does Landsberg Bennett Private Wealth Management currently have?
Landsberg Bennett Private Wealth Management employs approximately 12+ people as of November 2019
Which industries is Landsberg Bennett Private Wealth Management primarily operating in?
Landsberg Bennett Private Wealth Management operates in the following industries: Credit, Finance
What are Landsberg Bennett Private Wealth Management's industry tags?
Landsberg Bennett Private Wealth Management's industry tags include: Retirement Planning, Investment Guidance, Private Wealth Management
When was Landsberg Bennett Private Wealth Management founded?
Landsberg Bennett Private Wealth Management was founded in 2012.

Employee Directory

Key Employees

Michael Landsberg

Principal, Chief Executive Officer, & Chief Investment Officer

Phone Email

Lauren Voorhees

Client Associate

Phone Email

Lew Bennett

Principal

Phone Email

Debra Cooper

Chief Operating Officer and Financial Advisor

Phone Email