Joe Milic Wealth Management Group

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.

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.

If you would like to find out how we can help you make a direct impact on your financial goals, with our clear, comprehensive, consistent approach, please contact us today.