Miller Wealth Management is an independent wealth management firm dedicated to helping our clients strategize and pursue important milestones throughout their financial lives. Ongoing, open communication with our clients is the cornerstone of our business. Let's talk!
Very simple – Financial growth for you, your family or businsess. We build lasting relationships based on trust by delivering customized financial guidance and unmatched personal service. Ultimately, our goal is to be viewed by our clients as their family CFO or a trusted advisor to their business– an experienced professional to assist them executing their financial plan. We see ourselves as an extension of the family unit.
For individuals and families, we take a multi-discipline approach to financial planning in which we incorporate asset allocation, investment management, insurance, estate, tax, real estate, and income planning designs.
For businesses, we focus on objective driven results in helping them pursue their corporate goals.
Asset allocation does not ensure a profit or protect against a loss.
Invest according to the client's goals, understand the job of each investment, use diversification to manage risk and adjust the portfolio when appropriate.
All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
CERTIFIED FINANCIAL PLANNER™, LPL Registered Principal
Rodd is a family CFO and a CERTIFIED FINANCIAL PLANNER™ professional. He understands juggling family, business and money management.
Dee Ann Gee
Dee Ann joined Miller Wealth Management in 2016. With a passion for serving our clients and an avid interest in the financial markets, she supports Rodd in running the day-to-day business.
Golden State Wealth Management CCO
Patrick is Chief Process and Innovation Officer at Golden State Wealth Management (GSWM). GSWM provides support and compliance processes for independent advisors.
Miller Wealth Management partners with LPL Financial as your account holder and independent broker/dealer.
Golden State Wealth Management is our partner for supervisory compliance.