We Follow a Total Wealth Management Approach
Getting the right investment advice is a key part of managing your wealth. But its just one part of a bigger picture. You may also require assistance with your finances or taxes, help planning your retirement, or guidance on how to structure your estate in a tax-efficient manner.
Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. We will create a total wealth management strategy in partnership with your tax and legal advisors to address your various financial concerns at each stage of your life:
| Accumulating wealth | Growing your assets for future goals like retirement. |
| Protecting wealth | Maintaining your assets to protect your financial well-being. |
| Converting wealth | Creating an income stream to live the retirement lifestyle you want. |
| Transferring wealth | Creating a lasting legacy for your family or other beneficiaries. |
Milliken Wealth Management provides comprehensive services such as:
- Personal investment advice
- Retirement planning
- Portfolio management
- Maximizing your retirement income
- Discretionary money management
- Will and estate planning
- Insurance planning
- Protecting your wealth
- Financial planning
- Charitable giving
- Saving for education
- Business Planning
