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
 

Working with your professionals illustration. See text below image.

 

Miles Wealth Management Group

The Miles Wealth Management Group’s comprehensive wealth planning services includes:

  • Tax Planning
  • Estate Planning
  • Retirement Planning
  • Insurance Solutions
  • Business Succession
  • Property Succession
  • Family Wealth Succession

Your professionals

Accounting
  • We work closely with our client’s accountants to assist in all areas of tax planning
  • We provide accountants with extensive and detailed tax packages to prepare for client’s tax returns
Law
  • We work with our client’s lawyers to ensure the following have been looked after:
    • Wills
    • Powers of Attorney
    • Health Care Directives
  • Business Law
  • Family Law 
  • If you are in need of a lawyer, we will connect you with a qualified professional

Our in-house resources

Tax & Estate Planning

Our in-house Tax & Estate Planning members are a multi-disciplinary team of professionals who assist in:

  • Reviewing retirement plans and giving recommendations 
  • Reviewing existing Wills/POAs/HCDs
  • Assisting in tax, estate and succession preparation 
Insurance

Our in-house Insurance Consultants are here to help with all insurance solutions

  • Electronic application software (E-Apps) are available
  • Multiple carriers
  • Illustrations available
    • Life, Term, Critical Illness, Disability, Joint-last-to die, etc.