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 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!

Statements of value

Mission statement

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.

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 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.

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

•  Commitment to the best interest of clients
•  Exercise of unquestioned integrity in business and personal Dealings
•  Adherence to ethical and professional standards

We maintain these values through:

•  Superior investments
•  The highest quality of service to clients
•  Continuing education
•  Always placing the public's trust first

Meet the team

Learn more about JamesView Wealth Group.

Latest Insights

Man meeting with financial advisor

Not a phantom rally in equity markets

We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.

Read more

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.