Landsberg Bennett Private Wealth Management (an independent, fee-only fiduciary private wealth advisory practice registered under SEC-registered Investment Adviser Hightower Advisors, LLC, CRD #145323, SEC File #801-69625; formerly standalone SEC RIA Landsberg, Bennett, & Dubbaneh LLC, CRD #297378, SEC File #801-113500) is Charlotte County's flagship institutional fee-only wealth management firm, headquartered at 252 West Marion Avenue, Suite 200, in Historic Downtown Punta Gorda, Florida (ZIP 33950). Overlooking Charlotte Harbor just two blocks west of the Charlotte County Justice Center and the Charlotte County Property Appraiser's Punta Gorda branch (Paul L. Polk, CFA — 410 Taylor St, Punta Gorda, FL 33950), the practice is led by Partner and Chief Investment Officer Michael William Landsberg, MBA, CFP®, CIMA®, AIF® and Partner Lewis ('Lew') Cass Bennett IV, CFP® (Individual CRD #3131659), alongside veteran Financial Advisors Adrienne E. Moore, CRPC®, CFP® (Individual CRD #5077545) and Flor Estela Matteen, CRPC®, CFP® (Individual CRD #5105413).

Housing four Certified Financial Planner™ (CFP®) professionals, two Chartered Retirement Planning Counselors™ (CRPC®), a Certified Investment Management Analyst® (CIMA®), and an Accredited Investment Fiduciary® (AIF®) in Downtown Punta Gorda, Landsberg Bennett Private Wealth Management delivers conflict-free, fee-only fiduciary family office and retirement planning services to affluent retirees, business owners, and waterfront homeowners across Punta Gorda Isles, Burnt Store Isles, Burnt Store Marina, Historic Downtown Punta Gorda, Deep Creek, and Port Charlotte. Partner Lew Bennett, CFP® leads the firm's retirement income planning division, helping retiring executives as well as senior public administrators from the City of Punta Gorda, Charlotte County Government, and Charlotte County Public Schools evaluate Florida Retirement System (FRS) Pension versus Investment Plan options, Deferred Retirement Option Program (DROP) lump-sum rollovers, and deferred compensation distributions.

To preserve purchasing power and minimize lifetime tax drag across a 25- to 30-year retirement, the Landsberg Bennett CFP® and CRPC® team integrates institutional tax-loss harvesting, municipal bond laddering, multi-year Roth conversions, SECURE 2.0 Act Required Minimum Distribution (RMD) sequencing (ages 73–75), and Qualified Charitable Distributions (QCDs) engineered to control two-year lookback Medicare Part B and Part D IRMAA surcharges alongside AAASWFL (PSA 8) SHINE resources (1-866-413-5337). In addition, advisors coordinate closely with Twentieth Judicial Circuit (Charlotte County) estate planning attorneys and corporate trustees to structure revocable and irrevocable trusts, model waterfront wind/flood insurance and long-term care reserves (including South Port Square CCRC and private concierge care), and align residency and AGI filings for the Charlotte County Property Appraiser's $50,000 Homestead Exemption, 3% Save Our Homes portability, and Age 65+ Senior Homestead Exemption.