At Landsberg Bennett Private Wealth Management, we take the time to learn what wealth really means to you and your family. We use that deep insight to create and implement a comprehensive wealth plan that is precisely tailored to you. Along the way, we aim to understand and care for you far better than any other financial service provider.
Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. Your success is our priority and through our consultative process listening is most important of all. Rick has been a property owner since 1995 and has maintained a home in Punta Gorda, Florida since 2011 with his wife, Karen.
When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and/to see how personal service can make a difference.
Beane Atkinson Financial Services has been in the financial services business more than 35 years. John Beane, Garrett Atkinson, Cynthia Beane & Jennifer Beane are team players who work together to help meet your financial needs.