At Jamesview Wealth Group, we are very proud that Financial Advisor Hank Miller has received the Forbes Best-in-State Wealth Advisor award in 2022 and 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Hank!
Our team specializes in working with individuals, families and small businesses. We guide our clients through the wealth planning process, and manage assets to help them achieve their financial goals and be prepared for life's events. You have a vision for the future that's uniquely yours. Elevating the potential of your wealth to bring that vision to the highest level is what we do.
Knowing and understanding your needs and putting your best interests first is our commitment to you. With this, we can build highly individualized investment and wealth management solutions.
By using a holistic view with our client’s investment objectives and profiles, we demonstrate effective portfolio management by utilizing the firm’s research resources in managing our clients' individual and retirement portfolios. We also work with business owners in establishing and advising them on their company's retirement plans.
Learn more about JamesView Wealth Group.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.