Millares Experience

We Take the Time to Get to Know You

We invest in understanding what makes you uniquely you, to determine how best to advise you.

We Understand Your Complete Financial Picture

As wealth managers and accountants, we take a 360° view of your financial position.

We believe that an investment plan must integrate into a well-designed tax, estate and risk management plan.

We Use This Knowledge to Help You Achieve Your Goals

We create disciplined, long-term investment plans tailored to your unique financial situation.

Our focus is always on your ultimate financial goals rather than daily market fluctuations.

Our Team of Professionals is Here to Serve You

Wealth Advisors, Certified Financial Planners (CFP®), Personal Financial Specialists (PFS), Certified Public Accountants (CPA), and Attorney.

We are your centralized contact, coordinating input from all of your advisors (accountants, attorneys, insurance providers, etc.) to ensure that your needs and goals are met, and your financial picture is complete.