Broker Check


Miller Wealth Management

Miller Wealth Management is an independent wealth management firm dedicated to helping our clients strategize and purse important milestones throughout their financial lives.  Ongoing, open communication with our clients is the cornerstone of our business.   Let's talk!

We serve:

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

We offer:

  • Wealth Management
  • Retirement Planning
  • Investment Management
  • Financial Positioning
  • Insurance Planning
  • Risk Planning
  • 401K and other Business Retirement Strategies

Mission

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.

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.

Rodd R. Miller CFP®, PPC™

CERTIFIED FINANCIAL PLANNER™, LPL Registered Principal

   

Read more

Dee Ann Gee

Administrative Assistant

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.

Patrick Catone

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.

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.