Landmark Wealth Management has affiliations with many firms so that we may provide the very best service to our clients. These affiliations include certified public accountants, investment research firms, business consulting firms, legal counsel, estate and tax planning consultants, and asset custodian firms.
Landmark Wealth Management has an affiliation with the accounting and consulting firm, Chiampou Travis Besaw & Kershner LLP (CTBK). CTBK consists of approximately 90 people including partners, managers, associates, and support staff. The professional staff includes 45 certified public accountants, 2 tax attorneys and 3 certified valuation analysts.
CTBK provides auditing, accounting, and tax planning services, and also provides assistance in obtaining financing, financial systems consulting, litigation support services, development of incentive compensation plans, operational efficiency audits, and development of business succession plans.
Fidelity Institutional Wealth Services® is a service provider to Landmark Wealth Management. Fidelity Investments® provides clearing and custody services to Landmark Wealth Management. Working with Fidelity Investments® gives us access to a wide range of products and services that can help us serve the needs of our clients. Through our relationship with Fidelity Investments®, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account.
Fidelity Institutional Wealth Services® is a leading provider of trading, custody, and brokerage services to registered investment advisors, trust institutions, and third-party administrators. The company is able to leverage the capital, resources, and expertise of the Fidelity organization, one of the world’s largest financial services companies, on behalf of its clients.
For more information about Fidelity Investments, visit Fidelity.com.