Landmark Wealth Management is a trusted, independent registered investment advisory firm dedicated to helping clients reach their financial goals. Our experienced team of professionals is committed to helping each client through the various stages and circumstances of their financial lives. Our firm works in a fiduciary capacity on behalf of high net-worth individuals and families, institutions and nonprofit organizations throughout the country from our headquarters in Amherst, New York.
We provide independent, objective investment advice to our clients which includes comprehensive asset allocation, continual monitoring of tax-efficient investment strategies and a client-first financial plan.
Our retirement planning approach is a thorough process. We work closely with our clients to identify their financial goals and objectives, providing peace of mind and wealth security throughout retirement and future generations.
Tax, Estate and Generational Wealth Planning
We assist in tax consultation, return preparation, and outlining and coordinating aspects of an estate and legacy plan. This includes wills, powers of attorney and health care proxies. Additionally, our team specializes in trust, gifting and inheritance planning strategies as part of this process to ensure security beyond the client’s lifetime.
Through our holistic approach, we come to understand each client’s unique situation identifying their primary goals and objectives.
Our team works to design a strategy utilizing both our knowledge of the client’s circumstances and our firm’s investment and financial planning expertise. Our process delivers a range of solutions to achieve our client’s desired outcomes.
Implement and Monitor
Upon the completion of the discovery and development process, Landmark then implements a client-specific investment plan through manager and strategy selection, with ongoing measurement and any appropriate adjustments. This is ultimately geared toward the attainment of each client’s distinct plan.