Miller Wealth Management | Gilbert, AZ

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!

Who We Serve:

• Individuals and Families
• Small and Mid-sized Business and their employees

Financial Services We Offer:

Financial Advisor Rodd Miller, CFP® serves people just like you with comprehensive services aimed at bettering your financial life:

• Wealth Management

• Retirement Planning

• Insurance Planning

• Investment Management

• Risk Planning

• 401K and other Business Retirement Strategies

Mission

Very simple – Financial growth for you, your family or businesses. 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 professional to their business– an experienced financial advisor 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 planning, 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.

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.

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.

Partners

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.