Miller & Saliev

At Miller & Saliev, we work with affluent clients to help them invest, grow, and transfer their wealth effectively. We advise multi-generational families, business owners, senior executives, and tech leaders to develop strategies designed for stewarding significant wealth to benefit their families and communities.

We believe every client is entitled to the highest level of personalized service and care. Our team helps ensure concierge service for every aspect of your financial life.

We provide access to the investment resources of Merrill and the banking convenience of Bank of America, and place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.