Market Overview

Landsberg Bennett Private Wealth Management Launches as an Independent Registered Investment Advisor


Team based in Punta Gorda, FL manages in excess of $675 million

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

About Landsberg Bennett Private Wealth Management
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

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

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