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.
“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
CORPORATE RETIREMENT
ROLLOVERS
TRUST & WEALTH
TRANSFER
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.
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.
