Working with your professionals
The Miles Wealth Management Group goes above and beyond just investing your money.
Your personalized wealth plan should be multi-faceted, covering all areas specific to your retirement, estate and overall financial well-being. The Miles Wealth Management Group works with other professionals to provide you with the most comprehensive and personalized wealth plan as possible.
For our in-house services, we rely on our expert Insurance, Tax and Estate professionals.
Reaching outside our in-house professionals, we also stay connected with our client's accountants and lawyers, facilitating a harmonious, and necessary, relationship with them to ensure that your overall financial wealth plan is both valuable and relevant.
The diagram below illustrates how we connect the dots to build the most complete and personalized wealth plan for you and your family.
Working with your professionals and our in-house resources