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
Financial Needs
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.
discover MORE
Design | Your Customized
Wealth Map
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.
design a plan
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.
build a plan
Read Our Complimentary eBook:
download now
TRUE FINANCIAL LEADERSHIP – WHO WE ARE IS HOW WE SERVE
What You Can Expect
- Design winning solutions to tackle financial obstacles
- Work with transparency and integrity
- Problem solve to make timely decisions
- Work in your best interest as fiduciaries
- Create a valuable long-term relationship with you
- Foster financial harmony
Who You’ll Be Working With
- Certified Investment Management Analysts (CIMA®)
- CERTIFIED FINANCIAL PLANNER™ Professionals
- Chartered Retirement Planning Counselors (CRPC®)
- 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.
Keep updated on how the latest financial trends impact you!
Brown | Miller Blog
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
Financial Needs
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.
discover MORE
Design | Your Customized
Wealth Map
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.
design a plan
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.
build a plan
Read Our Complimentary eBook:
10 Steps to a Sustainable Retirement Income
download now
TRUE FINANCIAL LEADERSHIP – WHO WE ARE IS HOW WE SERVE
What You Can Expect
- Design winning solutions to tackle financial obstacles
- Work with transparency and integrity
- Problem solve to make timely decisions
- Work in your best interest as fiduciaries
- Create a valuable long-term relationship with you
- Foster financial harmony
Who You’ll Be Working With
- Certified Investment Management Analysts (CIMA®)
- CERTIFIED FINANCIAL PLANNER™ Professionals
- Chartered Retirement Planning Counselors (CRPC®)
- 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.
Keep updated on how the latest financial trends impact you!
Brown | Miller Blog
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...
