Capitol Securities

Landmark Wealth Management LLC is an independent, fee-only U.S. Securities and Exchange Commission registered investment advisor located in Melville, New York. The firm specializes in providing comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations, prioritizing the clients' interests through a fiduciary standard. Comprised of accomplished financial professionals, Landmark Wealth Management focuses on delivering cost-effective investment solutions while ensuring transparency in their fee structure. By actively seeking lower-cost investment options, the firm aims to help clients achieve their financial goals while maintaining liquidity and reducing correlations across investments. Generated from the website

Wexford Financial Strategies, located in Melville, NY, is committed to providing tailored investment management and strategic wealth planning. The firm emphasizes the importance of understanding client goals and developing personalized plans to achieve financial independence while maintaining an independent approach free from ties to specific insurance or investment companies. With specialized services in concierge wealth management, divorce consulting, and special needs planning, Wexford Financial Strategies aims to support clients through complex financial landscapes. Led by President and CEO Scott B. Zuckerman, the firm fosters a relationship-driven experience that prioritizes education, advocacy, and lifelong client relationships. Generated from the website