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.
Despite the double-digit plunge in stock prices in October and rebukes by the President, the Federal Reserve Board isn't changing course. Despite unusual turbulence, Fed policy remained stable and steady.
Once a year, investors get a chance to lower their tax bill on investments outside of tax-advantaged 401(k) and IRA accounts. It can save thousands annually and is not difficult