Landmark Wealth Management, located in Amherst, New York, is a trusted, independent, and objective advisory firm dedicated to helping our clients achieve their goals.
As a SEC Registered Investment Advisor, we provide integrated and comprehensive wealth management, including investment consulting, retirement planning, tax and estate planning, and general financial advice to individuals and business entities. We use professional expertise and a personal approach to understand each client's unique financial situation.
A cornerstone of Landmark Wealth Management is that we act as a fiduciary to our clients, operating with an independent, objective, and transparent approach. Our clients understand and know that our only interest is to provide them with the very best advice. The attainment of their goals is our sole and primary objective with no hidden fees, commissions, agendas or other conflicts of interest.
Should you convert assets in a traditional IRA into a Roth? It depends on your personal circumstances and preferences, and there's no right or wrong answer. Still, there are a
The rules for IRAs offer plenty of opportunities to save a tidy nest egg through contributions directly to the accounts as well as rollovers from 401(k)s or other employer-sponsored retirement