Services - Wealth Management - Miracle Mile Advisors

EVERY PERSON IS UNIQUE.
YOUR PLAN SHOULD BE TOO.

We believe you should get the most out of what you put into life. That’s why our experienced advisory team takes a holistic view of your personal needs and goals and couples that with our recognized data-driven approach to help you achieve not only the highest possible return on your money, but the best possible ROL – Return on Life.

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WEALTH MANAGEMENT SERVICES

You can’t win the big game without the right gameplan. But you must also be adaptable. The same is true in life. A customizable, goals-based financial plan encompasses existing and changing factors such as assets, cash flow, long-term appreciation, market forecasts, and present and future lifestyle considerations.

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When it comes to death and taxes, we can at least manage the latter to benefit you. We begin the process by carefully choosing tax-efficient underlying investments, continuously engaging in tax-loss harvesting when opportunities arise, and strategically utilizing asset location to benefit from tax-deferred accounts. All in an effort to preserve more of what you have.

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We don’t just build your portfolio; we customize it with investment strategies that are based on your short and long-term objectives. We take into account your risk profile, personal financial goals, present and future lifestyle, and any unique circumstances to then determine the right allocation mix for you.

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No one can predict the future, but we can prepare for all possible outcomes. That’s why when we help you plan for retirement, we don’t just look at your assets, we consider other influences such as healthcare, legislation, and legacy planning. We then develop a fluid strategy to maximize your ROI while minimizing unforeseeable events.

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Building your financial future and making a difference in the world are not mutually exclusive. We can help you align your wealth with your personal values by purposefully planning for charitable contributions. We will help you create legacy and optimize your tax efficiencies through various charitable giving strategies.

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Protecting your assets from unexpected risks is not just about preserving your wealth for yourself, but also making sure it’s there long-term for your family. This requires an on-going analysis of your coverages from life, health, and casualty insurance to customized umbrella policies so that we can adjust as your circumstances evolve.

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Liquidity events that take place in your personal or professional life can have a profound financial impact unless you have a well-thought-out plan in place. Whether it’s a divorce, a sudden inheritance, or the liquidation of shares, we work with you to create a detailed strategy that mitigates any tax liability while ensuring a smooth process.

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The transfer of your wealth after you are gone shouldn’t be a burden while you are here. We take the time to fully understand your intentions and outline your objectives before developing a wealth transfer strategy that meets those wishes while also addressing the Federal and state estate taxes that come with it.

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Risk mitigation is fundamental in everything we do. From the beginning, our advisors carefully assess a client’s financial situation to design a plan with the highest probability of success. We stress-test portfolios in a wide range of market conditions to minimize correlation risks within asset classes, securities, and volatile market environments. Our operations and compliance teams work with best-in-class third party custodians to safeguard your assets using a host of cyber-security protections, client authentication tools, and ongoing account monitoring.

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