248.833.1024 ext. 104
Al has been in the financial services industry for over 25 years. Working with high net worth families and individuals in creating plans for growing, preserving and distributing wealth. Al specializes in traditional asset management...
248.833.1024 ext. 105
248-833-1024 ext. 108
Cameron has over twelve years of experience in the financial services industry. Currently, he serves as a wealth advisor - working directly with clients to develop a cohesive plan focused on their most complex financial goals and needs...
Andrew is a graduate of the University of Cincinnati where he holds a Bachelor of Arts degree from the McMicken College of Arts and Sciences. In addition, Andrew’s professional designations are numerous. In 2008 Andrew received the...
I am a Certified Financial Planner ™ and experienced Investment Advisor Representative with over 22 years experience in the financial services industry. I specialize in providing personal service and creating custom strategies...
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.
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.
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.
As a client of our, you benefit from our wide range of resources to help distribute your wealth to your favorite charities and endowments.