At Jamesview Wealth Group, we are very proud that Financial Advisor Henry Miller has received the Forbes Best-in-State Wealth Advisor award in 2022. 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, Henry!
To provide individual and corporate clients with innovative ideas and professional service, delivering exceptional investment management services in insurance, financial and estate planning, helping to consistently increase client wealth and meeting client's financial goals.
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 as well as retirement plan portfolios. Another focus of ours is to work with business owners to establish and advise them with their company’s retirement plans.
• Commitment to the best interest of clients • Exercise of unquestioned integrity in business and personal Dealings • Adherence to ethical and professional standards
• Superior investments • The highest quality of service to clients • Continuing education • Always placing the public's trust first
Learn more about JamesView Wealth Group.
We assess the market’s prospects in light of the recent a-typical summer rally.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.