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Individuals and Families

Building and preserving wealth takes time and commitment. Many of our clients have built wealth as business owners and real estate investors. Others have done it with regular savings, managing cash flows and a strategy to build their wealth. Whichever path our clients are comfortable with, we are there to:

  • Guide you toward your future by offering a comprehensive array of financial services and strategies that can be customized for your specific financial milestones

  • Help you make informed decisions along the way to maximize your current situation

  • Regularly consult with you and work collaboratively with your team of professionals (accountants, attorneys, bankers, etc.)

  • Create a personalized financial strategy that consists of more than a robotic, cookie-cutter investment allocation model 

  • Simplify, the complicated

Our Investment Philosophy

Invest according to the client's goals, understand the job of each investment,
use diversification to manage risk and adjust the portfolio when appropriate.

*There is no guarantee that a diversified portfolio will enhance overall returns or out-perform a non-diversified portfolio.
  Diversification does not protect against market risk.

Our Investment Strategy

Select a blend of investment categories base on client's goals...

  • Growth (Long and/or Mid-Term)
  • Strategic Income
  • Income and Growth
  • Insurance for Income
  • Cash

and then allocate assets to those categories based on the client's time frame and risk tolerance. 

*All investing involves risk including loss of principal. No strategy assures success or protects against loss. Asset allocation does not ensure a profit or protect against a loss.

Businesses

Establishing a corporate retirement plan involves planning and organizing a variety of moving parts.  Let us make the process seamless and streamlined for you and your employees.

From startup plans to established 401(k) plans looking for guidance, Miller Wealth Management is a partner in helping your business grow. We offer more than just an off the shelf 401(k) plan experience. We start our process by providing our clients with a comprehensive overview of analysis of their current company retirement plan and offer our sound opinion for what we feel is a suitable course of action. We compliment this analysis with a strategy to help both business owners and their employees pursue their financial goals.

What Is My Next Step?

1)  Whether you are ready to meet a financial advisor early in life or a bit later, it is IMPORTANT to:

  • interview 1-3 Certified Financial Planners® who are properly licensed and trained
  • choose a financial expert who understands your unique goals and doesn't use a "cookie-cutter" approach to investing
  • find a compatible personality
  • find a professional who is passionate and knowledgeable about finances and investing options
  • consider their fee approach and the value they bring to the table


2)  Schedule a Complimentary Explore and FIT Meeting

It's free!  How can you say "no" to free?  Together, we will explore whether your needs and goals are a fit for the services we provide.  We understand:  sometimes it's a match, sometimes it isn't.  Sometimes, you're ready to move quickly.  Other times, you need more time to think.  We are not here to build up our numbers; we are here to build relationships and service your wealth management needs.

It's okay and you should ask.  What are your fees?  It depends, but generally we are compensated from 3 main ones:

  • Flat fee financial planning
  • Investment portfolio fee-based
  • Hourly financial advice


Schedule a free consultation to see how we can put
our strengths to work for YOUR BEST LIFE.

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