"Building a financial legacy for families and institutions"
Wealth Partners
The Miller Group

Wealth Partners
The Miller Group

"Building a financial legacy for families and institutions"

Awards and Industry Recognition

Forbes

Top Next-Gen Wealth Advisors Best-In-State
2023 • 2022
Top Wealth Advisors Best-In-State
2024 • 2023
Top Wealth Management Teams Best-In-State
2024
About The Miller Group

Welcome

We provide experienced guidance for the wealth management needs of ultra-high-net-worth clients, designing long-term strategies that help expand the possibilities their assets represent.
A family office-style experience.
We see ourselves as an outsourced family office for very wealthy individuals and families, post-transaction business owners and C-suite executives. Our comprehensive approach is akin to a one-stop-shop for sophisticated strategies, scaling the global strength of an industry-leading firm down to an intimate size so that clients can pursue their most meaningful goals.
Our team serves as an access point to a large network of internal resources—the Commercial Bank, Investment Bank and other strategic capabilities. We work closely alongside CPAs, lawyers and specialist resources from around the firm to develop an integrated wealth management plan so that all elements of each financial picture work in concert.

  • Customized asset allocation
  • Complex wealth planning
  • Diversification of concentrated positions
  • Tax-aware strategies
  • Trust and estate planning
  • Lending

Our client-driven orientation
We have deliberately built a multi-generational, and talented team to offer an informed perspective and steer individuals through the impacts of family dynamics—life transitions, generational transfer, shifts in role and status—while adding value at every stage of wealth management. One of the core values of our practice is to deliver a white-glove and attentive experience that we believe sets us apart from other groups. By simplifying the complexities of wealth, we make it possible for our clients to concentrate on what they do best, knowing their assets are being carefully handled.
Tailored portfolio strategies
Our process is founded upon the core values of rigorous analysis, investment discipline and a customer-centric approach. The J.P. Morgan platform enables us to work with third-party managers around the world. We carefully select among industry professionals who have the resources and models to manage investments effectively. By partnering closely with these managers, we address portfolio risk and pursue individualized goals and needs. This broad range of investment vehicles enables us to construct portfolios that efficiently promote clients' objectives.

Meet Our Team

Insights

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.