Miller & Associates Wealth Management

At Miller & Associates Wealth Management, we are dedicated to helping individuals and corporations in Kamloops and the surrounding areas achieve their financial goals. We are an independent wealth management practice offering personalized financial planning and wealth management solutions. Our team of experienced professionals have a deep understanding of the financial landscape and are committed to providing personalized and tailored solutions to meet your unique needs.

Our Vision

Our vision is to empower our clients to make informed financial decisions and achieve their financial goals through tailored financial plans and ongoing guidance. We believe in building lasting relationships and providing exceptional client service.

Our Services

We offer a comprehensive range of services to address all aspects of your financial life. Our services include:

• Retirement Planning: Develop a customized plan to save and invest for retirement, taking into account your individual goals and risk tolerance.

• Investment & Asset Management: Manage your investments to ensure they align with your financial goals and risk tolerance.

• Risk Management: Assess and mitigate potential financial risks through strategies such as insurance coverage and estate planning.

• Tax Planning: Optimize your tax situation through strategic planning and filing.

• Estate Planning: Ensure your financial assets are protected and distributed according to your wishes after your passing.

• Education Planning: Guidance on planning for children's education expenses and your future financial needs.

Our Team

Our team consists of experienced and passionate professionals with diverse backgrounds in financial planning, investment, compliance, and insurance. We are united by a shared commitment to providing personalized attention, tailored solutions, and exceptional client service.

Meet our team

• Andy Miller: President & Financial Advisor
• Paetyn Freeze: Financial Advisor
• Scott Saito: Compliance Officer & Financial Advisor
• Tom Stow: Independent Insurance Specialist
• Carly Debeeld: Operations Manager

We Are Here for You

We understand that everyone's financial situation is unique. We take the time to understand your individual goals, concerns, and risk tolerance to create a customized financial plan that works for you. Contact us today to schedule a consultation and discuss your financial planning needs.