Landmark Wealth Management

About

Landmark Client Login Menu Welcome to Landmark Wealth Management 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. Credentialed CPAs MBAs CFPs AIFs CIMA/ CPWAs Industry Experienced 100 + Collective Years Assets Managed $680 + Million as of December 31, 2025 Independent 100% Owned by Management Our Services Investment Consulting 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. Learn More Retirement Planning 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. Learn More 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

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