Michael Landsberg

CIMA®, CFP®, AIF®,MBA

Landsberg Bennett Private Wealth Management

Founder, Chief Executive Officer

Contact Me

Michael Landsberg

CIMA®, CFP®, AIF®,MBA

Landsberg Bennett Private Wealth Management

Founder, Chief Executive Officer

Because we are an independent, fee-only financial planning and wealth management firm that works as a fiduciary, our client’s interest is at the core of what we do. We do not sell a product or receive commissions, allowing us to provide unbiased, objective advice. We believe that your success and our success will be measured in our continuing commitment to character. - Michael Landsberg, CIMA®, CFP®, AIF®,MBA

Contact Me

941-391-8000

Website

Fee-Only financial planner located in Punta Gorda, FL, serving clients locally and across the country

Michael Landsberg is a Punta Gorda, FL fee-only financial planner. Landsberg Bennett Private Wealth Management provides comprehensive financial planning, retirement planning, and investment management to help clients, such as physicians, attorneys, executives and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Landsberg is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Michael Landsberg is a fee-only financial advisor at Landsberg Bennett Private Wealth Management, located in Punta Gorda, FL

I was the kid with a briefcase. In 4th grade I was placed in an advanced math class taught by a man who loved the stock market. I’d get a stock report every day and was allowed to watch the business news on TV at noon. I liked the math, but also understanding companies and how they made a profit.

After graduating from Babson College I worked in New York City at the old Morgan Stanley, in what is now their private banking group. It was a great place to learn the business and how to manage others.

An old friend of my father’s, an advisor in Florida, asked me to help him run his business. I planned to come down briefly, then go to business school. But I liked it here, got my MBA at University of Florida, and 12 years later I was managing all the investments and had my own clients.

The Landsberg Bennett team is amazing. We all met through existing relationships. As a result, we all trust and have a deep regard for each other. That’s a big deal. Continuity of relationships is really important to us.

Our investment approach helps give people confidence about their retirement. For the first time, they understand their investments, and that they’re driven by the plan. We feel that by making it simple, our clients are much more likely to stay the course.

Money is emotional. So we introduce discipline—rebalancing, rules-based buying and selling. We also try to stay ahead of what could go wrong. In our opinion, it’s more important not to be wrong than it is to be right.

What makes it all worthwhile to me? Having an impact on people’s everyday lives. Helping them retire early, leave money for a charity, pay for a wedding.

My wife and I have three children. Children are a blessing and you have only a short time with them. So we’re involved. I’m president of the board of trustees of their school and she is president of the parents’ association. I also coach sports, which allows me to be out there with them.

Portfolio management might be compared to making wine. It looks simple but it’s actually difficult. Great chefs and great vintners take the same ingredients that are available to everyone and strive to make an outstanding product. They pay more attention, they’re more detail-oriented. Outstanding service is our goal—one that’s worthy of putting in a good day’s work.

Michael Landsberg is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Who will you trust to guide you in your wealth management decisions? 

Will they always put your interests first?

At Landsberg Bennett Private Wealth Management, we take the time to learn what wealth really means to you and your family. We use deep insight with decades of experience to create and implement a comprehensive wealth plan precisely tailored to you. We aim to understand and care for you far better than any other financial service provider.

Whether you’re close to retirement or just making sure you’re on the right path to retire in 30 years, Landsberg Bennett provides wealth management services giving you a path to reach your wealth lifestyle retirement goal.  You’ll have peace of mind as you partner with Landsberg Bennett, an independent, fiduciary based fee-only financial planning firm for a smooth journey and an easy transition into retirement.

No matter what your situation is, we can help you decide how to put your wealth to work, for you and the generations to come.

As fee-only, independent financial planners who offer an uncommonly high level of service to our clients, we begin our discussion with an informal interview to ascertain that our firm is the right fit for you.

Should we choose to work together, you will enjoy the services of a full team of specialists in every aspect of wealth planning. We also collaborate with your other professional advisors to seamlessly address your individual and business-related financial needs.

Client’s interests come first

Because we are an independent, fee-only financial planning and wealth management firm that works as a fiduciary, our client’s interest is at the core of what we do. We do not sell a product or receive commissions, allowing us to provide unbiased, objective advice. We believe that your success and our success will be measured in our continuing commitment to character.

Fee-Only, And Not Fee-Based

It’s easy to confuse the two terms, but a quick way to remember the difference is fee-only is where fees to the firm ends, and fee-based is where those fees start. As a fee-only firm, the only fees you’ll be charged are advisory fees and nothing else. However, at a fee-based firm you may be charged an advisory fee on your money, and also pay hidden commissions to them on products they sell.

Our Fiduciary Oath

A fiduciary is defined as: “An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another’s benefit.” In other words, we always put our clients’ interests above all other considerations meaning you get full transparency.

All the time

Unlike some of our national competitors, we do not pick and choose when we consider ourselves a fiduciary. Most of our competitors are only a fiduciary on certain accounts when its most convenient or beneficial for them. At Landsberg Bennett, we put clients’ interests first every time, on every account, and with every relationship.

 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Michael Landsberg is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Michael Landsberg is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CIMA - Certified Investment Management Analyst
    Michael Landsberg is a Certified Investment Management Analyst® (CIMA®)

    The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.

  • Accredited Investment Fiduciary®
    Michael Landsberg is an Accredited Investment Fiduciary® (AIF)

    Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.

  • Financial Planning Association
    Michael Landsberg is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Michael Landsberg

941-391-8000

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Office Locations:

  • 252 W Marion Ave
    Unit 200
    Punta Gorda, FL FL

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