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.
Ten years ago, the economic outlook was bleak. The U.S. was in a recession. The subprime mortgage crisis was undermining Bear Stearns, Lehman Bros., Countrywide Financial, AIG, and other major
The tax code overhaul brought a lot of changes, but for the estate tax, the most far-reaching result was what didn't happen. Chiefly, you didn't lose the capital gains break