Organization: Landmark Wealth Management LLC
Industry: Social Services

Landmark Wealth Management LLC, while primarily known for its financial consulting services, also offers support that intersects with the social services landscape by providing guidance in areas that directly impact family wellbeing and long-term quality of life. Their wealth management approach includes comprehensive financial planning that often benefits vulnerable populations such as retirees, individuals with disabilities, and families managing generational wealth. The firm provides fiduciary advice with a client-first philosophy, ensuring that long-term financial security aligns with personal values and life events.

Particularly relevant to the social services space, Landmark assists clients with estate planning, elder care funding strategies, and financial education—all of which empower individuals and communities with the tools for informed decision-making. By fostering financial literacy and offering support during significant life transitions, the organization contributes to broader goals of economic stability and wellness. Their advisors often collaborate with legal and tax professionals to ensure integrated solutions, which is especially beneficial for multigenerational households and guardians of individuals with special needs.

Key Services:

– Financial planning for families and individuals
– Estate and legacy planning guidance
– Retirement and elder care funding strategies
– Financial education and literacy support
– Investment management with a fiduciary approach
– Planning for individuals with special needs and their guardians