Landmark is an outstanding firm. The advisors and staff are thoughtful, principled, and professional. They treat each client with respect, and give careful consideration to each client's goals and...
Landmark Wealth Management
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Landmark Wealth Management is an independent registered investment advisory firm located in Getzville, NY, that specializes in assisting high net-worth individuals, families, institutions, and nonprofit organizations in achieving their financial goals. With a team of experienced professionals and over 100 collective years in the industry, the firm manages assets totaling $622 million as of December 31, 2024.
The firm offers a range of services, including investment consulting, retirement planning, and estate and generational wealth planning, all delivered with a client-first approach. Landmark Wealth Management prides itself on its fiduciary responsibility and customizes strategies to meet the unique financial needs of each client.
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LANDMARK WEALTH MANAGEMENT REVIEW: We researched several firms for our wealth management and estate planning. Landmark Wealth Management, which had been recommended by a trusted friend, was one...
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