Miller/Russell is a fee-only service that does not sell proprietary products or accept commissions. They always act in their client’s best interests as a fiduciary and as a boutique wealth management firm, their clients will get close, personalized service unlike they could at a large firm. They strive to develop a relationship with their clients and really understand their needs.
Miller/Russell implements technology and a modern approach to their wealth management, allowing them to better formulate, manage, and achieve their client’s financial goals. Some are their services include a family statement of net worth, customized portfolio construction and monitoring, management, and reporting. They also manage cash flow planning and management, estate and gift planning, wealth transfer preparation and education for families, income tax planning and tax sensitive investment advice, and philanthropic planning