Milowe Wealth Management - Wealth management approach

Wealth Management Approach

My approach to working with clients is combining sophisticated investment planning tools with professional resources in order to match each individual’s objectives with customized solutions. My process includes:

Meet and discuss personal and professional background
Obtain financial asset details, develop financial asset and liability inventory
Discuss priorities/needs/timing
Run models to quantify/test reality/feasibility of objectives and goals
Develop asset allocation model for each objective, priority specific
Review and analyze current assets and liabilities, fit into allocation model, retain/reposition
Implement recommendations, financial asset repositioning, liability management account consolidation
Estate planning review, legal document checklist, titling of accounts, balancing
Disaster protection review, life insurance/impact of loss, disability, liability, life care
Establish service expectations, frequency of meetings
Interaction with other professional advisors (legal, tax); team meetings

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Dan Sullivan

Wealth Strategist

Dan serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Dan partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Cathy Walker

Trust Consultant

As a trust consultant, Cathy specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Gerri Shea

Wealth Management Consultant

Gerri spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, She works diligently to address clients’ unique situations.