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.
Do you plan to open a small business? Do you have a specific type of business in mind? Well, here's another thing to think about-what kind of business not to
If you have one or more children in college, or your offspring will be heading to college or university soon, you already know about the ever-rising cost of higher education.