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Matthew M

Series 66, Series 65

Merritt Island, FL

Impact Partnership Wealth, LLC

Matthew Miller is a financial advisor with Impact Partnership Wealth, LLC, holding Series 65 and Series 66 licenses and six years of industry experience. His background includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, and he manages an insurance agency, USA Wealth Services LLC, where he is involved in insurance sales and client education. Miller is also active in insurance seminars through Honor Insurance Group. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion across a network of advisers. The firm offers diverse strategies including model portfolios, discretionary management, and retirement plan services, supported by a broad affiliated-entity ecosystem and multiple operational platforms.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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