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At Millan Private Wealth Group, we help our clients grow and protect their wealth, strengthen their position, and pursue their goals with confidence. Our experienced team specializes in building smart portfolios using tactical asset allocation, thorough analysis and screening, and tax-smart investing.
Once we’ve gained an in-depth understanding of your needs and goals, we develop your Investment Policy Statement and use it to create your fully personalized portfolio. We monitor your portfolio, adjusting it to reflect the current market and projected conditions to ensure your objectives are met.
Our full-scope service offering brings together the best in professional investment portfolio management and comprehensive planning in all areas of wealth through strategic partnering with best-class-specialists throughout our robust RBC network.