Consulting Services Available for Wealth Managers and Financial Planners

Private Risk Management is a vital component of wealth management, private banking, family offices and real estate. The Miller Group partners with wealth managers and financial planners to secure clients’ assets well into the future.

The Miller Group sponsors regularly scheduled luncheon seminars to help educate and inform this group of professionals.  A list of dates for 2015 and registration information can be found in the Learning Café.  Each seminar provides two hours of Continuing Education Credit (C.E.U.s) for participants with a Certified Financial Planner (C.F.P) designation.