2022 Members and Visitors Guide for the Punta Gorda Area
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Page 2 2022 Punta Gorda Chamber of Commerce Members & Visitors Guide Does Your Current Advisor Put Your Interests First? In Writing? We Do. Landsberg Bennett is an independent, fee-only financial planning and wealth management firm. We aim to provide unbiased, objective advice, and as a fiduciary, we are required to act in your best interests. We do not sell product or receive commissions. We believe that your success and our success will be measured in our continuing commitment to character. Let's sit down to see if there may be a fit in working together. There's no cost for the initial meeting and no obligation. Landsberg Bennett Private Wealth Management ("LBPWM") is an SEC registered investment adviser with its principal place of business in Punta Gorda, Florida. This brochure is limited to the dissemination of general information pertaining to LBPWM's investment advisory services. Investing involves risk, including risk of loss. For additional information about LBPWM, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you engage our firm for investment advisory services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. The Forbes ranking, developed by SHOOK research, is a ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. The Barron's Top Financial Advisor award is based on data provided by thousands of advisors. Rankings are based on assets under management, revenue produced for the firm, quality of the practice, as well as other factors. Institutional assets are given less weight in the scoring. Investment performance isn't an explicit component. These awards are not indicative of LBPWM's future performance. Michael Landsberg, CIMA®, CFP® Lew Bennett, CFP® Michael Landsberg, CIMA®, CFP® Anthony Dubbaneh, CRPC®, CFP® Anthony Dubbaneh, Lew Bennett, Faiza Kedir, Michael Landsberg 252 W. Marion Avenue, Suite 200, Punta Gorda FL 33950 Tel: 941.391.8000 | www.landsbergbennett.com adno=3820425-1