It’s Not Just About Asset Allocation; Asset Location Also Matters
20 Nov, 2023
It’s easy to fixate on what types of investments you have in your portfolio. But what many people don’t focus on can be equally important...
When you work with Brown | Miller, you're getting a team of professionals with over 90 years of combined experience and expertise whose core focus is overseeing your financial well-being.
Discover | Your Unique
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Phase 1: We create a financial plan by building a solid foundation with you first.
By understanding your hopes, dreams, aspirations, and priorities we support your financial goals for retirement, wealth accumulation, and investing.
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Phase 2: Wealth management is designed with confidence to weather economic uncertainty.
With a firm understanding of who you are, we construct a comprehensive wealth management plan and custom investment strategy specifically designed for you.
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Deliver | Adaptive Monitoring, Frequent Meetings and
Ongoing Results
Phase 3: Meticulous, high-level efforts deliver an exceptional experience for you.
Once implemented we closely monitor progress and schedule frequent meetings to review life changes so we can adjust accordingly.
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What You Can Expect
- Design winning solutions to tackle financial obstacles
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- Work in your best interest as fiduciaries
- Create a valuable long-term relationship with you
- Foster financial harmony
Who You’ll Be Working With
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- 90+ combined years of education and experience in wealth management
Brown | Miller’s laser-focus is to serve and deliver results to you in a positive, meaningful way.
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