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
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.

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
Our Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

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, Private Wealth Management Specialist
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 Strategies Advisor
Katherine VanMeter
Alternative Investments Sales Desk Specialist
Bank of America, N.A.
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.