Landmark Wealth Management
Landmark Wealth Management is a trusted, independent registered investment advisory firm dedicated to helping clients reach their financial goals. Our experienced team of professionals is committed to helping each client through the various stages and circumstances of their financial lives. Our firm works in a fiduciary capacity on behalf of high net-worth individuals and families, institutions and nonprofit organizations throughout the country from our headquarters in Getzville, New York.
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Verified contacts
9
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
28
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- LG
Lindsay Glassman
Vice President of Advisory Services · General Business & Management
EmailPhone - BW
Benjamin Weihrich
Vice President of Advisory Services & Chief Compliance Officer · Other
EmailPhone - BL
Brian Laible
Managing Partner · General Business & Management
EmailPhone - MC
Mark Collard
Managing Partner · General Business & Management
EmailPhone - DB
Daniel Bertleff
Financial Analyst · Finance & Accounting
EmailPhone - SM
Spencer Misiti
Financial Analyst · Finance & Accounting
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Landmark Wealth Management
5 distinct titles indexed · top 5 shown.
- 2financial analyst
- 2managing partner
- 2vice president of advisory services
- 1investment consultant
- 1vice president of advisory services & chief compliance officer
Sign up to unlock all 9 contacts at Landmark Wealth Management
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