Wealth Management: Families, Individuals & small Businesses, with $1MM to 20 MM investable assets
Securities and Investment Advisory Services offered through Capital Analysts Incorporated: Member FINRA/SIPC. Miller Financial Planning and CAI are independent non-affiliated entities.
Keywords: Modern Portfolio Theory
Wealth Management
Financial Planning
Long Term Care Insurance
Executive Compensation
Succession Planning
Estate Planning
Asset Allocation
Interview Q&A
How long have you been in business?
Since 1987 as a personal financial planner and wealth manager.
What is your primary product or service?
Wealth Management for households with about $1MM to $25MM of investable assets. Comprehensive services to protect and accumulate wealth either through us, or others we refer to.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I was in corporate financial planning for a number of years, and enjoyed financial planning for my family and friends. This practice allows me the benefits of both - excelling in financial and wealth management, and enjoying my client relationships.
How do you differentiate yourself from other businesses in your category and area?
- Comprehensive approach for a small number of serious and responsible clients.
- Using a select group of private money managers to manage my clients' money, using sophisticated versions of Modern Portfolio Theory.
- Referring out to select other advisers for areas I do not cover.
How many locations do you have and do you have plans to expand?
One. Plan to work more closely with other practitioners to build an ensemble firm.
Provide detailed directions to your location
US 101, exit at Westlake Bl. and drive south to the next light (Townsgate). Turn right onto Townsgate, then right into the first driveway. We are at 875 S. Westlake Bl., Suite 212 (upstairs), Westlake Village, CA 91361.
What type of payments do you accept?
None. Payments are made to investment or insurance companies.
Which areas do you service?
The 50 States of the US.
Who owns your company or runs daily operations?
I (Selwyn Miller) do.
What are your hours of operation?
Usually working hours.
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