Helping you grow more than wealth

Proud to work with a nationally recognized teammate

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!

Statements of value

Our mission

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.

Recognizing our fundamental role in executing our mission, we maintain these values through:

  • Trust - Our team places a large emphasis on trust, and we believe it is the foundation of a healthy relationship. As your primary financial advisor, we put your best interests first and perform the role of a present listener and personal confidant. This extends beyond investments and portfolios. As a client, you can expect that all conversations are held in a discreet and confidential manner. Adherence to ethical and professional standards is something you can expect.
  • Education - We strive to empower you with the knowledge to help successfully build wealth, achieve your financial goals and plan for major life events. By taking the time to make sure you have a better understanding of your investments and your wealth plans for the future, it helps build trust, comfort and confidence.
  • Transparency is key in our business. Just as a patient would expect from a doctor, our feedback and recommendations are always carefully considered and in your best interest. 
  • Staying in touch - We believe in keeping an open dialogue with regularly scheduled reviews. While we do our best to anticipate your needs and stay one step ahead, our clients know we are always just a phone call or email away.

Our commitment to you

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.

Investment philosophy

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.

Meet the team

Learn more about JamesView Wealth Group.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

Positioning for inflation shocks

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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