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
  • Design a personalized and transparent plan for each client
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.

  • Conducting extensive research by our investment committee of both macroeconomic data and capital market activity to guide our investment decisions
  • Utilizing modern portfolio theory and a quantitative data-driven approach that enhances the decision-making process by removing emotions from investments
  • Investing effectively with a focus on compounding returns to grow and preserve wealth
  • Accumulation and distribution strategies
  • ETFs, Mutual Funds, individual securities, cash management
<p>The Investment Risk No One&#8217;s Ever Heard Of</p>

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Learn More
<p>Mutual Funds vs. ETFs</p>

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Learn More
<p>Value vs. Growth Investing</p>

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Learn More