Landsberg Bennett Private Wealth Management was recognized on the 2019 Forbes Magazine
Michael Landsberg, a founder, and Chief Investment Officer at Landsberg Bennett Private Wealth Management was recognized on the 2019 Forbes Magazine Best-In-State Wealth Advisors List for South Florida.
"These rankings are always a validation of the work our firm does on behalf of our clients," said Landsberg. He added "putting our client's interest first is what we have always done, and it was a logical progression for our firm to become a fee-only, fiduciary firm registered with the SEC. It made sense to put it out there in print rather than just giving clients' interests lip service as many others do."
R.J. Shook, president and founder of SHOOK Research, summed up the Forbes wealth advisor lists. "Here's what our research has found: the very best advisors are laser-focused on having a positive impact on their clients' lives," said Shook. "They want to add meaning, help them live better lives."
"It's nice to see that those of us serving clients in small markets can get recognition for the quality of work we're doing. Great client service isn't all being done up north or just in the big cities" said Landsberg.
The methodology for each state's list -determined by SHOOK Research is based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, community involvement, client retention data, and revenue trends. To be considered, advisors must have a minimum of seven years' experience. The criteria do not include portfolio performance, due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
About Landsberg Bennett
Landsberg Bennett is a full service, fee-only RIA that specializes in high service wealth management and investment planning. As a fiduciary, you can rest assured that your interests are put first, all the time and on every interaction. With over $600 million in assets under management, Landsberg Bennett is one of the largest independent financial advisors who specialize in comprehensive wealth management for individuals on the west coast of Florida. www.landsbergbennett.com or 941.391.8000