The Miller | Asher Group

Merrill Private Wealth Management

2815 Townsgate Road
Suite 300
Westlake Village, CA 91361
(805) 381-1489
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The Miller | Asher Group works with ultra-affluent clients, the majority of whom operate family-owned or privately-held businesses. Our mission is to offer clients a boutique-like, concierge-style wealth advisory experience, which includes comprehensive wealth management and estate planning services, with an emphasis on tax-minimization strategies designed to help pursue their financial goals.
The Miller | Asher Group
Merrill Lynch Wealth Management
Welcome

The Miller | Asher Group's novel approach to working with fewer clients, allows us to simplify and streamline their complex financial affairs, so that they can focus on the aspects of life they find most gratifying. We feel that our familiarity with the challenges of significant wealth provides our clients with a level of confidence that we can address nearly every financial need— large and small.
Our Philosophy Using the firm’s considerable resources, The Miller | Asher Group provides our High Net Worth and Ultra High Net Worth clients institutional level access to portfolio strategies in areas such as equities, traditional fixed income, private equity, real estate, and hedge funds. Many of these strategies and offerings may be exclusive to clients whose considerable resources and experience demands financial strategies designed to address their complex, wide ranging financial needs.

We recognize that most business owners do not have a succession team in place; therefore, our comprehensive wealth management services includes assisting our clients with the disposition of their businesses while partnering with their CPAs, attorneys, and other third party advisors.






*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors..

Recognition
Spencer Miller
Managing Director, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2022
(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
Our Approach
A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Meet Our Team
Spencer Miller,

CEPA®, CPWA®

Managing Director, Private Wealth Advisor
805.381.2678
Brandon Asher,

CFP®

Senior Vice President, Private Wealth Advisor
805.381.1489
Cindy Georghiou,

CPFA™, CPWA®

Vice President, Wealth Management Advisor
805.381.2640
Abigail Shek
Vice President, Senior Financial Advisor
805.381.1480
Gabriella M De Murga,

AWMA™

Officer, Registered Private Wealth Client Associate
805.381.2651
Sharon Reynolds Stepenosky
Registered Private Wealth Client Associate
805.381.2693
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jean Y. Kim
Private Wealth Strategist
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.