A values based approach
to your wealth
We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do.
Plan for growth
"I want to save for the future and build my wealth."
We'll work with you on wealth -building strategies that focus on what's important to you, your needs and your plans for your family or business.
Preserve your wealth
"I want to be prepared for life's occasional surprises."
Change is inevitable-and we can help you plan for it. We'll guide you through ways to help maintain and preserve your wealth, so you can protect your legacy.
"I want to live life to the fullest, today and into the future."
We'll help you manage the competing needs of today, your goals for tomorrow and your retirement. With a plan in place, you can have the confidence to get there.
Support what matters
Your wealth can let you do more for others. Whether it's funding education, providing care for loved ones or philanthropic giving, we can help you give purposefully.
"I want to support the people and causes that I care about."
Plan for your success
Discover a guided, personalized approach to managing your wealth with Lee Miles Wealth Management.
You've got goals for the future. Lee Miles Wealth Management can help you create a customized wealth plan that helps you achieve them.
Who we help