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.
Two key Senate Republicans reached an agreement on the framework of a major tax cut that reportedly will save taxpayers $1.5 trillion over 10 years. Senators Bob Corker (R-Tenn.) and
Are you among the millions of Baby Boomers counting down the days to retirement? Before you move into the next stage of life, it's important to get all of your