A personalized approach to managing wealth

COMPREHENSIVE WEALTH PLANNING ROOTED IN TRUST AND EXPERTISE

At Miles Wealth Management Group we believe the key to wholesome financial planning and security is having a personalized and comprehensive wealth plan.

Together, we’ll build a comprehensive strategy that evolves with you—supporting every stage of your financial life and helping you enjoy the retirement you’ve envisioned, without compromising the lifestyle you love.

As part of Raymond James Ltd., we’re backed by a network of collaborative specialists and a firm whose founding principles– client-first service, independence, and integrity– align with our guiding values. This enables us to provide a deeply personalized experience rooted in trust and expertise.

When it comes to preserving your wealth and protecting your family’s future, we’re here for you—and for the generations to come.

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Are you Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Who We Work With

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Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

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Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting its assets and people.

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Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
The four most dangerous words in investing are ‘This time it's different.’
John Templeton

Information & insight

Watch our latest Client Insights webinar.
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Tax Planning
Review the latest Insights and Strategies.
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Markets & Investing
Is your insurance still working for your life, your goals, and your legacy?
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Life Events, Lifestyle & Technology
Permanent life insurance provides options.
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Life Events, Lifestyle & Technology
Life insurance can be a valuable estate planning tool when used strategically.
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Life Events, Lifestyle & Technology
Life doesn’t stand still—and neither should your insurance.
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Life Events, Lifestyle & Technology
Review the latest Insights and Strategies.
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Markets & Investing
Trump turns up the heat on Canada, raising tariff threat to 35%.
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Markets & Investing
July 9 tariff deadline pushed to August 1, as revised rates and a few deals get announced.
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Markets & Investing
Review the latest Insights and Strategies.
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Markets & Investing
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