Landmark Wealth Management
Landmark Wealth Management is an independent registered investment advisory firm located in Amherst, New York, dedicated to helping clients achieve their financial goals. With a team of experienced professionals, the firm provides a wide range of services including investment consulting, retirement planning, and estate and generational wealth planning for high net-worth individuals, families, institutions, and nonprofit organizations across the country.
Operating with a fiduciary commitment, Landmark Wealth Management emphasizes a holistic approach to financial planning that incorporates personalized strategies tailored to each client's unique situation. Their services encompass detailed asset allocation, tax-efficient investment strategies, and comprehensive estate planning to ensure long-term security and peace of mind for their clients.
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