Miller Wealth Management

At Miller Wealth Management Group, our mission is to help individuals and businesses achieve their financial goals through personalized wealth management solutions. With our expertise and guidance, you can create, manage, and transfer your wealth effectively, ensuring a secure financial future.

Our Services

As a full-service firm, we offer a wide range of services to cater to the unique needs of our clients. Our services include:

• Retirement Planning: We provide guidance on maximizing your employer-sponsored retirement plans and Individual Retirement Accounts (IRAs). We also help you determine how much you need to retire comfortably and offer asset management services before and during retirement.
• Tax Management: We work closely with you to develop a tax strategy tailored to your individual or business needs, ensuring you minimize your tax liability and optimize your financial situation.
• Wealth Transfer: We assist in creating a thoughtful estate plan, ensuring the smooth transfer of wealth to future generations while minimizing taxes and other potential costs.
• Investment Management: Our experienced team provides investment advice and portfolio management services to help you achieve your financial goals.
• Financial Planning: We help you create a comprehensive financial plan, outlining your financial objectives, risk tolerance, and investment strategy.

Meet Our Team

At Miller Wealth Management Group, our team consists of experienced professionals dedicated to providing exceptional service and guidance. Our team includes:

• Terry Miller, CFA: Chief Investment Officer, with extensive experience in investment management and planning.
• Jesse Rupp: Financial Advisor, focusing on individual and business planning.
• Susie Havener: Operations Manager, ensuring the smooth day-to-day operations of our office.

Getting Started

We understand that everyone's financial goals are unique. At Miller Wealth Management Group, we take the time to understand your specific needs and create a personalized plan tailored to your objectives. Contact us today to schedule a consultation and start working towards your financial goals.