Landmark
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
2410 N Forest Rd Ste 101, Getzville, New...Phone Number
(716) 630-2473Website
www.landmarkfirm.comRevenue
<$5 MillionIndustry
About Landmark
Landmark Wealth Management is an independent registered investment advisory firm based in Amherst, New York, dedicated to helping high net-worth individuals, families, institutions, and nonprofit organizations achieve their financial goals. The firm offers a range of services including investment consulting, retirement planning, and tax, estate, and generational wealth planning. With a team of experienced professionals, Landmark provides tailored financial strategies and ongoing support to ensure clients' financial security throughout their lives. As a fiduciary, the firm prioritizes clients' interests and manages over $622 million in assets.Explore more
Landmark Org Chart
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Landmark Wealth Management is an independent registered investment advisory firm based in Amherst, New York, dedicated to helping high net-worth individuals, families, institutions, and nonprofit organizations achieve their financial goals. The firm offers a range of services including investment consulting, retirement planning, and tax, estate, an... Read More
