Broker Check

Investment Planning  

Your Portfolio 

Your Portfolio 

At Landmark Wealth Management Group, we get to know you, your financial goals and your personal values in order to design a customized and comprehensive investment plan that’s right for you.

  • Investment strategies and philosophies to help meet your financial goals
  • Proper allocation of your investments to match your risk temperament
  • Flexibility to deal with volatile markets
  • Solutions with guarantees to help protect against market downside
  • Access to a wide range of investments options, including those offered by Schwab, Fidelity, and Vanguard as well as others
Investment Strategies 

Investment Strategies 

Management of your investments, so you’re prepared to meet your future needs and handle market ups and downs along the way.

  • Allocation strategies
  • Diversification strategies
  • Accumulation and distribution strategies
  • ETFs, Mutual Funds, individual securities, cash management
<p>Bursting the Bubble</p>

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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<p>Earnings for All Seasons</p>

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?
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<p>Best-Performing Asset Classes</p>

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.
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