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>Bridging the Confidence Gap</p>

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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<p>Pullbacks, Corrections, and Bear Markets</p>

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
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<p>The Real Cost of a Vacation Home</p>

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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