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(949) 616-6167
TD AMERITRADE CHARLES SCHWAB PORTFOLIO TRACKER Contact

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Helping You Achieve
Your Investment Goals

I believe solutions once typically only available to multi-million dollar accounts
should be accessible to every client including sustainable, alternative, and
environmental social governance investing.

  • PRIVATE INVESTORS
  • CORPORATE INVESTORS

“Wealth is the ability to fully experience life.”

– Henry David Thoreau

 

Family Office Wealth Manager

Jaime McMillan has over 25 years of market intelligence in providing dedicated investment advice to his clients.  As the President of McMillan Adviser Family Offices, Jaime drives the strategic direction for the firm.

FOCUSED ON YOU: Since our beginning, the primary focus of our day is serving the needs of families, small business owners, and the firm’s corporate clients.

CAPITAL STEWARDS: The acceleration of digitalization of our economy requires insight on how companies manage risks and opportunities related to data privacy and cybersecurity.  We ensure our client accounts have the latest technology in the financial industry and greatest amount of protection available.

Focused on You

 

Financial Planning Services

 

INVESTMENT
MANAGEMENT

We focus on buying leading companies with durable profits-delivering multigenerational wealth.
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CORPORATE RETIREMENT
ROLLOVERS

The average (401k) balance is $129,000. When leaving an employer, participants should consider doing an IRA Rollover.
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TRUST & WEALTH
TRANSFER

Clients want clarity, precision and low cost with their wills and trusts. We bring simplicity to a traditionally complex area.
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Corporate Retirement Plans

We establish retirement plans tailored specifically for small- to mid-sized companies either newly opened or been in existence for years.  Our retirement experts are knowledgeable in 401- K’s, SEP Ira’s and Pension Trust accounts.  Begin making smarter financial decisions for your employees today.

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Private Investors

We provide high touch private client relationships to solve the most challenging investing, tax, estate, and retirement planning questions. We work with your professionals to accomplish both short- and long-term goals using award winning 360 wholistic wealth planning.  See how me can make a difference today and tomorrow by scheduling a phone consultation today.

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I believe solutions once typically only available to multi-million dollar accounts should be accessible to every client including sustainable, alternative, and environmental social governance investing.

– Jaime McMillan -

Your first consultation is on me.

Call: (949) 616-6167 to Schedule a phone or in-person meeting.

Make an Appointment on My Calendar

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Important Disclosures
ADV Part 2A and 2B Disclosure

Contact Us

Corporate Office:
(949) 616-6167
600 17th St., Ste. 2800
Denver, CO 80202
————————–
Durango, Colorado:
(970) 880-2568

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