Joe Milic Wealth Management Group

Our expert team is here to meet your financial needs.

Personalized support

At the Joe Milic Wealth Management Group, we design, implement and manage investment portfolios for a select group of individuals, families, businesses and philanthropic organizations.  Our extensive experience and acumen in the financial industry means that we can provide you with investment and financial planning solutions based on your unique situation.

Discover our company

Our purpose

Our objectives

As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.

Our values

We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind. 

Why work with us?

  • Optimal strategies, not product pitches, to suit your financial goals.
  • An organized, tried-and-tested system to deliver on our promises.
  • Easy to understand, proactive advice.
  • A big picture approach, as well as a focus on the details.
  • An understanding and assessment of your short, medium and long-term goals.
  • Transparent, honest information and personal attention.
  • Resources to help you communicate efficiently with your personal and corporate tax preparers.
  • A multi-layered approach to financial management, including investing, retirement planning, risk management and estate planning.

Contact us

Get contact information for our team members and find out where our offices are.

 

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