At MPW, we focus on what matters to YOU! As founder and Senior Wealth Advisor, I built this company to help clients develop personalized and cost effective strategies to accumulate, preserve, and distribute wealth. We are a fiduciary investment manager. The company operates as an independent, fee-based, registered investment advisor. MPW develops investment management plans and acts as an advisor for estate, tax, educational, and philanthropic planning. The company’s offices are in Oklahoma City, OK. Tracy Ann Miller founded MPW in 2019 yet its principals and staff have over 50 years of combined financial industry experience including direct experience of Investment, Banking and Insurance centers.
When I first learned about investing versus saving over 35 years ago, I was intrigued by the idea of owning parts of multiple companies and being able to take part in their growth. As an entrepreneur I knew that owning a company was a mix of good and bad, profit and loss, heartache and success. But being able to participate in free market enterprise was something I valued and have believed in as one of the great blessings of our freedom and constitution.
It is important that we have a strong belief in being part of the American capital markets. With over 30 years of actively participating through all kinds of market environments I can attest to the value of investing. We work, we save and we put our money to work as good stewards of our financial future.
HOW WE DO IT
Our independent model and high ethical standards keep us focused on keeping our clients’ goals as our top priority in all the investment decisions that we make. We actively manage individual stocks, mutual funds, etfs and bonds in customized investment portfolios which provides greater flexibility, tax-efficiency, and lower expenses to our clients. Our investment management clients also receive financial advice on a wide range of areas, with risk management playing a key part in both the financial advisory and investment decisions that we make. As an additional safeguard to our clients, investment assets are held by insured, third-party custodians.
MEET THE TEAM
MEET THE PIG
There are a variety of symbols associated with wealth – bulls, oak trees, acorns to name a few.
But after further research, we wanted to go outside the box from these more well-known features. We wanted to shine light the pig as our symbol of prosperity, fertility and good luck.
Everyone has heard of Wall Street, but did you know pigs are the reason for that name? During the 1600s, feral and domesticated pigs commonly destroyed farmers’ crops on Manhattan Island. To stop this, farmers erected a wall along the island, and the avenue along that wall later became known as Wall Street!
It dates back to farmers who kept pigs as a sure way of insuring your family’s well-being. As the old Irish saying goes; “The pig is the gentleman who pays the rent”.
The piggybank is a worldwide symbol of money. Feeding our piggybank with coins is an undisputable sign that we are caring for our financial future.
So we hope you enjoy our little fellow as he becomes part of this financial journey and a member of your family like he is to ours at Miller Private Wealth, LLC!