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Experience. Guidance. Trust

Millennium Wealth Management is dedicated to providing experienced guidance on all aspects of wealth plan management. As your personal financial advocate, we are committed to helping you discover suitable, realistic opportunities as you pursue your financial goals - and to providing clear, objective financial guidance to help you stay on course toward your vision of the future.

When is the last time you had a serious conversation with your financial representative?

Did you feel that they had their best interests in mind instead of yours? Did you feel like you and your business were valued?

Our purpose is to deliver exceptional financial guidance and personalized service and create plans to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to loved ones, and empower you to pursue your life's aspirations.

Our firm is uniquely positioned to cater to your distinct financial needs. As your trusted financial advocate, we provide objective investment guidance and financial planning to help you manage your wealth over your lifetime and beyond.

Objective Guidance

We have no proprietary investment products to sell, no investment banking relationships to promote, nor any other business relationships to get in the way of providing objective recommendations.

Innovative Strategies

We have an understanding of the myriad of opportunities available to you, as well as the complex challenges you face, and are free to recommend only those strategies we believe align with your future goals and aspirations.

Philanthropic support

As a client of our, you benefit from our wide range of resources to help distribute your wealth to your favorite charities and endowments.

Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.