Affiliates & Services - Wealth Management

In addition to offering strategic tax-planning by Mark W. Nichols, CPA, PC, we offer investment planning through Landmark Financial Services Group LLC.  By integrating both wealth management and tax planning with our skilled team, you are able to protect your wealth from unnecessary taxes or unpredictable events and maximize the benefits of your wealth management strategies. 

At Landmark Financial Services Group LLC, we are dedicated to helping you realize your dreams through focused, prudent, and flexible financial guidance and wealth planning strategies centered on you.  We take great pride in carefully analyzing your lifestyle, goals, and individual objectives to develop comprehensive and personalized plans tailored to your exact needs and wants.
 
Clients who coordinate their investment planning and tax planning with Landmark Financial Services Group LLC and Mark W. Nichols, CPA, PC receive expert guidance and benefit from the following to improve the effectiveness of their wealth management strategies:

Prepping for Quarterly Tax Payments
Tax Loss Harvesting and More
Philanthropic Planning
Strategies to Minimize Tax Bills
Ongoing Monitoring and Planning

Click here to learn more about Landmark Financial Services Group, LLC.

Mark W Nichols, CPA, PC • 10 New England Business Center Drive, Suite 102 • Andover, MA 01810 • Phone: 978.984.5425 • E-Mail: info@mwncpa.com.  |  Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser.  |  Landmark Financial Services Group, LLC is not an affiliated entity with Woodbury Financial Services, Inc.  |  Mark W. Nichols,CPA, PC is not affiliated with, nor endorsed by, Woodbury Financial Services, Inc. |  Investment professionals on this site are currently registered to conduct securities business in Massachusetts, New Hampshire, and Florida.