Wealth PartnersThe Miller Group
Awards and Industry Recognition
Forbes
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
Does it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read Now
March 2024 CPI report: Slightly increased inflation may not sit well with the Fed
April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read Now
What is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
March 2024 jobs report: 303,000 jobs added, marking an acceleration
April 8, 2024The U.S. economy added 303,000 jobs in March, signaling a still strong labor market.Read Now
Nonprofit, not-for-profit and for-profit charities: What’s the difference?
April 8, 2024Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read Now
Zooming out to see the 3 largest trends of Q1
April 5, 2024Inflation, growth and the markets – here’s what you should know now.Read Now
Eye on the market: The good, the bad and the ugly: On tech valuations, AI, energy and U.S. politics
April 2, 2024The latest Eye on The Market discusses the good, the bad and the ugly with tech valuations, AI, energy and U.S. politics.Read Now
Bubble or bliss? Why we think stocks could grind higher.
March 28, 2024The market has made over 20 new highs this year. Here’s what’s driving it and why the gains could continue.Read Now
Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges
March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read NowDoes it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read NowMarch 2024 CPI report: Slightly increased inflation may not sit well with the Fed
April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read NowWhat is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowMarch 2024 jobs report: 303,000 jobs added, marking an acceleration
April 8, 2024The U.S. economy added 303,000 jobs in March, signaling a still strong labor market.Read NowNonprofit, not-for-profit and for-profit charities: What’s the difference?
April 8, 2024Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowZooming out to see the 3 largest trends of Q1
April 5, 2024Inflation, growth and the markets – here’s what you should know now.Read NowEye on the market: The good, the bad and the ugly: On tech valuations, AI, energy and U.S. politics
April 2, 2024The latest Eye on The Market discusses the good, the bad and the ugly with tech valuations, AI, energy and U.S. politics.Read NowBubble or bliss? Why we think stocks could grind higher.
March 28, 2024The market has made over 20 new highs this year. Here’s what’s driving it and why the gains could continue.Read NowTransgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges
March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read Now