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info@millerpwllc.com

MAIN OFFICE:

​5708 NW 135th Street, Suite B Oklahoma City, OK 73142

(405) 470-0359

OFFICES OPENING IN TULSA, OK and HOUSTON, TX

Miller Private Wealth LLC is a SEC Registered Investment

Advisory firm registered in the State of Oklahoma.

© 2020 by Miller Private Wealth

OUR FOCUS IS YOU

ADVISE

We give advice.

Sometimes you just have a question. With our personal approach we give you an expert in your pocket – anytime on any financial subject. Life is complicated. Financial life is even more complicated. We are in the business of providing the information you need for your personal situations. Then, you can make the decisions you need to make. We can’t make the decision for you but we can make sure you have what you need to make the best decision for you.

INVEST

We buy stocks.

When you have ownership in public companies that you know and understand, we believe you have the best protection for a lifelong return. Owning individual stocks provides understanding of how to deal with market fluctuations. Sometimes it is just headlines, sometimes the company is not going to survive. We explore, research, watch, follow. ETF’s? Sure, when it makes sense. Mutual Funds? Sometimes – every portfolio has to be managed for risk

MANAGE

You need time for YOU.

Miller Private Wealth is personalized service to help you take care of the financial area of your life. Our clients may have the time, expertise and desire to manage their own money and we help them do that. A second pair of eyes on the portfolio. Or they may need to let go and let us do what we do so they can go and spend more time building the other meaningful areas of their lives. We’re in the business of providing time.

MEET THE TEAM

Tracy Ann Miller,

CFP® CLU ChFC

CEO & Chief Portfolio Officer

Jason F Sauer

Senior Wealth Advisor

Alli Ann Menendez

Operations Manager

Corey Redington

Portfolio Manager

CONTACT US