Landmark Wealth Management, LLC

CONTACT US FOR A FREE INITIAL CONSULTATION. YOU WILL RECEIVE:

  • CLIENT BILL OF RIGHTS
  • 10 STEPS FOR YOUR FINANCIAL WELL BEING
  • A REVIEW OF YOUR CURRENT PORTFOLIO

As an independent advisor, we serve no one other than our clients. Due to our fee only status, we do not receive compensation via commissions, trailers, or sales charges. This structure aligns our interests with our clients' interests, as our compensation is based upon the retention, preservation and growth of all client assets entrusted to our care.

Additionally, we do not maintain custody of client assets. All client investment portfolios are held with TD Ameritrade Institutional, a well-respected industry-leading financial institution. We do not sell insurance products or any other proprietary investments. Our financial guidance is completely unbiased and free of the traditional conflicts of interest often found within many large Wall Street based firms.

We view each client's circumstances as unique and address them accordingly by analyzing their entire wealth management strategy. This is accomplished by looking beyond traditional investment solutions to encompass all aspects of wealth accumulation, preservation, and transfer. We envision comprehensive financial planning to be an ongoing evolution which must constantly adapt to an ever changing dynamic environment.

Let us aid you in that journey.

Please visit our website at www.landmarkwealthmgmt.com and/or call us, to learn more.

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Advisors at this Office

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This Office

900 Walt Whitman Rd Ste 208 Melville, NY 11747-2215 Phone: (631) 923-2485

Primary Office

900 Walt Whitman Rd Ste 208 Melville, NY 11747-2215 Phone: (631) 923-2485

Other Offices

626 RXR Plaza 6th Floor, West Tower Uniondale, NY 11556-0626 Phone: (631) 923-2485
150 Motor Pkwy Ste 401 Hauppauge, NY 11788-5108 Phone: (631) 923-2485