Landmark Wealth Management

EST. AUM
$615,905,000

CONTACTS
3

CLIENT ACCOUNTS
279

Firm Details

Metro area Buffalo
CRD Number 109379
Website landmarkfirm.com
Client types

Overview

At Landmark Wealth Management, the firm adheres to a strict set of ethical guidelines and standards of professional conduct. It maintains a keen awareness of its fiduciary responsibility to its clients at all times, a responsibility that permeates everything the firm does. The guiding principles of the firm’s mission and values include: * Acting with integrity, competence, diligence, respect, and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues in the investment profession, and other participants in the global capital markets. * Placing the interests of clients and the integrity of the investment profession above the firm's own personal interests. * Using reasonable care and exercising independent professional judgment when conducting investment analysis, making investment recommendations, taking investment actions, and engaging in other professional activities. * Practicing and encouraging others to practice in a professional and ethical manner that will reflect credit on themselves and the firm.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Landmark Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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