Wealth Management
Our Mission
Our Wealth Management Services are offered through our sister company, Empire Advisors Wealth Management, LLC. Our mission is to help our clients preserve their wealth and legacy through detailed financial planning. We develop and implement investment strategies specific to each of our clients’ individual needs and goals.
Please review our list of services below.
- Asset Management
- Strategic Planning
- Legacy Planning
Asset Management
Our talented team at Miller Consulting Group can help develop a personalized investment plan and manage both the assets and risk in your portfolio. A consideration when managing the assets in your portfolio is selecting the appropriate investments and investment vehicles is tax efficiency. Let us help you manage your assets and develop a strategy to both create and grow your wealth in a tax-efficient manner.
Strategic Planning
Our team at Miller Consulting Group can help you plan for your short, intermediate, and long-term financial goals. Whether you are saving for a major purchase, saving for your child’s education, or planning for retirement, we can help create a plan to meet your financial goals.
Legacy Planning
Estate and legacy planning are essential to ensuring that your estate is handled according to your wishes. One of the main planning points in estate planning is how to mitigate the possible tax impact when it comes to your estate. We can help establish a plan to make sure your estate is transferred to the next generation efficiently and securely.