Congratulations to Landsberg Bennett Private Wealth Management!
It was such a pleasure working closely with you on your RIA launch and navigating your transition from the independent arm of Wells Fargo. From all of us at Fusion, we look forward to watching you flourish as independent wealth advisors in the fiduciary world! Cheers!!
Additional Press: InvestmentNews Article – FiNet Group Managing 675MM Becomes an RIA
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Landsberg Bennett Private Wealth Management launches as an Independent Registered Investment Advisor
Team based in Punta Gorda, FL manages in excess of $675 million
PUNTA GORDA, FL, August 1, 2018 –Landsberg Bennett Private Wealth Management, headquartered in Punta Gorda, FL, is announcing its launch as an independent Registered Investment Advisor (RIA).
The team offers customized investment and wealth management services, including comprehensive financial planning and retirement income planning solutions helping individuals, families, and businesses reach their financial goals.
The team is led by Michael W. Landsberg CIMA, CFP®, Partner and Chief Investment Officer; Lew Bennett, CFP®, Partner; and Anthony C. Dubbaneh, J.D., CFP®, and Partner. Michael W. Landsberg was named to seven of the last nine Barron’s Top 1000 Advisors lists, including in 2018.
Joining Landsberg, Bennett and Dubbaneh are Faiza Kedir, Director of Business Development; Debra Cooper, Chief Compliance Officer; Flor E. Mendoza, CFP®, Financial Advisor; Adrienne E. Moore, CFP®, Planning Associate; Lindsay Decker, Administrative Assistant; and Tommy Williamson, CFA®, Portfolio Analyst.
“We have always considered ourselves independent, but after exploring our options we decided that launching our own firm was the right solution for our clients,” said Landsberg.
“The robust array of technology and service tools available in the independent RIA space are only equaled by our passion for delivering world-class service to our clients,” said Bennett. “This move empowers us to truly tailor the service model offerings to fit the evolving needs of our clients.”
Landsberg Bennett PWM leveraged the comprehensive consulting services of Fusion Financial Partners for its RIA launch, due diligence project management, and capital financing solutions.
“The marketplace supporting independent RIAs offers wealth management teams greater freedom, control, and service options than operating in closed-circuit environments,” said Mike Papedis, CEO & Founder of Fusion Financial Partners. “Landsberg Bennett is a prime example of what is fueling the rapid growth of the RIA channel. They are not just changing firms. They are elevating the firm-to-client relationship by choosing to operate as an independent, fee-only, fiduciary advisory firm.”
Landsberg Bennett PWM formed strategic relationships with leading providers in the industry, including Fidelity Clearing & Custody Solutions who will act as primary custodian for client investment assets.
“The team at Landsberg Bennett PWM has decades of experience in the industry and profession and are clearly committed to building and maintaining long-lasting relationships with their clients,” said David Canter, head of the RIA segment for Fidelity Clearing & Custody Solutions. “We are excited to work with them as they continue to grow their firm and explore new ways to better serve their clients.”
Prior to launching as an independent RIA, the team operated through Wells Fargo FiNet, the independent contractor division of Wells Fargo. Prior to Wells Fargo, the team met while employed as advisors at Merrill Lynch.
About Landsberg Bennett Private Wealth Management
Landsberg Bennett Private Wealth Management provides comprehensive financial solutions to a select group of affluent individuals, families, and businesses around the United States. Services are concentrated on the following areas: investment management, retirement income planning, asset protection strategies, estate/legacy/gifting strategies, and personal risk management. For more information, please visit www.landsbergbennett.com
Fidelity Investments is an independent company, unaffiliated with Landsberg Bennett Private Wealth Management. Fidelity Investments is a service provider to Landsberg Bennett Private Wealth Management. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Landsberg Bennett Private Wealth Management, and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 853867.1.0