Miller Wealth Management

Miller Wealth Management provides discretionary and non‑discretionary investment management, retirement plan consulting, and financial planning to individuals, high‑net‑worth clients, pension and profit sharing plans, charitable organizations, and business entities. The firm manages accounts on both wrap‑fee and non‑wrap bases and also participates as a portfolio manager within third‑party sponsor programs and separately managed account platforms.

The firm tailors advice through a proprietary, multi‑phase engagement process and uses written Investment Policy Statements for institutional mandates; it implements model allocations and typically emphasizes exchange‑traded funds while also employing structured notes and both long‑ and short‑term trading where appropriate. Financial planning is integrated with tax‑aware analysis and business exit planning, and Miller coordinates with clients’ other professionals while selecting and monitoring third‑party managers and model providers when delegating implementation.

Noteworthy features include operating a wrap‑fee program alongside non‑wrap management, offering fixed and hourly financial planning engagements plus ongoing planning services and specialized business exit planning, and retaining insurance‑licensed personnel who coordinate annuity contracts while disclosing and managing the resulting conflicts. The firm is newly formed, explicitly does not serve as a private fund adviser, and documents its selection of subadvisers and custodial platforms as part of its fiduciary and compliance procedures.