PARK MILLER

As a wealth advisory firm, we provide our clients with the confidence and peace of mind that result from comprehensive planning, implementation, clear communication and exceptional service. We excel in providing financial, investment management and wealth transfer strategies, as well as devising creative and timely solutions to issues that arise in the lives of families... Our expertise encompasses the full range of services provided by a multi-family office, including extensive experience in coordinating the efforts of other professionals engaged in managing the affairs of our client-families. Importantly, as a Registered Investment Advisor, Park Miller can devise strategies that are truly independent and thus uniquely tailored to the circumstances and concerns of our clients... First and foremost, our practice and our guiding principle is to listen - at each and every stage of the process.

Also known as: Park Miller, LLC

Primary location: Walnut Creek United States