You Didn't Achieve Ordinary Success
You and your family didn't get to where you are today by being ordinary, and you didn't achieve ordinary success—then why should you settle for ordinary family wealth management with ordinary service? Miller Gesko provides wealth and personal business management services to individuals and families that have achieved financial prosperity. As a provider of private office services, we take pride in getting to know our clients on a personal level. We take the time to learn about your personal financial goals and your family’s goals, so we can help guide you in achieving them.
We understand that managing wealth is complex. Individuals and families that have been successful in building a significant net worth often need support that goes beyond managing their portfolio. Because of that, we don’t have a standard set of service offerings. Instead, we tailor the services we offer to meet the needs of the person or family we are working with.
What to Expect When You Begin Working with Miller Gesko
When you begin working with Miller Gesko, we will evaluate your current circumstances and conduct a detailed assessment of your existing financial situation. To implement a sound, long-term investment strategy, we need to understand where you are today and where you want to be in the future. After our initial assessment we meticulously choose the best and most effective instruments to protect your investments and maximize your return, while helping to manage your legacy if we determine that is important to you.
Once it is in place, your investment portfolio is constantly monitored and evaluated against our ever-changing market. As your partner in building wealth, we will make recommendations to you on how to navigate necessary changes to your investment strategy that will allow you to meet your objectives.
Wealth Management Services with Miller Gesko
Managing your investment portfolio is just a portion of the overall strategy we will help you put in place.
When we create and administer a financial or estate plan many of them include:
• Valuation of Assets & Liabilities
• Statement of Goals and Objectives
• Factors of Family Dynamics
• Future Generational Needs
• Programmed Gifting – Charitable and Generational
• Insurance Planning & Administration
• IRA, 401K, 529 plans
• Tax Deferred Strategies
• Trust Administration
• Powers of Attorney
Personal Business Management Services at Miller Gesko
As the needs of our clients have grown and changed over the years, Miller Gesko has developed a network of other professional service providers that can assist us in helping guide your journey. Our network includes accountants, attorneys, insurance providers and other professionals that are available when necessary to advise you on ways to meet your financial objectives and assist in taking care of your personal business that impacts your finances.
As personal business managers, we work to take some of the day-to-day responsibilities that come along with wealth management off your to-do list. Paying tuition bills, analyzing health care insurance, creating plans to eliminate debt, and arranging for unexpected cash disbursements are just a few ways we help our clients manage their personal business matters. Our personalized business management services provide added peace of mind to our clients by ensuring all aspects of their estate are being managed.
To create a comprehensive plan that protects and manages your wealth, contact Miller Gesko Wealth Management to arrange a meeting with one of our personal business management experts at 877-852-7628.