Landmark Wealth Management is an independent registered investment advisory firm based in Amherst, New York. With a team of experienced professionals, they provide comprehensive investment consulting, retirement planning, and tax, estate, and generational wealth planning services to high net-worth individuals, families, institutions, and nonprofit organizations throughout the country.
With a client-first approach, Landmark Wealth Management works in a fiduciary capacity, offering objective investment advice, personalized financial plans, and ongoing monitoring to help clients achieve their financial goals. As an independent firm owned by management, they bring over 100 collective years of industry experience and manage assets totaling $475 million as of December 31, 2023.
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