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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

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.