Core-X Wealth Management
Landmark Wealth Management LLC is an independent, fee-only U.S. Securities and Exchange Commission registered investment advisor located in Melville, New York. The firm specializes in providing comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations, prioritizing the clients' interests through a fiduciary standard.
Comprised of accomplished financial professionals, Landmark Wealth Management focuses on delivering cost-effective investment solutions while ensuring transparency in their fee structure. By actively seeking lower-cost investment options, the firm aims to help clients achieve their financial goals while maintaining liquidity and reducing correlations across investments.
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