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, 2023 and 2024. 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.

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Disclosures

The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2023 Forbes "Best-In-State Wealth Advisors" award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

Henry Miller is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, LA, MD, ME, MI, MS, MT, NC, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WI, WV, WY.

Henry Miller, NMLS # 1781028, Scotty Hensby, NMLS # 571974, and William Irby, NMLS # 2561514 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Jeff Chapman is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MD, ME, MI, MN, MS, MT, NC, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV, WY.

Scotty Hensby is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MS, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV, WY.

William Irby is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MS, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV, WY.

Read additional advisor disclosures.