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Richard R Miller
Richard R Miller
CFP®
Senior Financial Advisor

(781) 431-7222
60 Walnut Street   Suite 101
Wellesley, MA 02481

richard.r.miller@ampf.com

MILLER, ALLEN & ASSOCIATES


Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

Interests

  • My wife and three children enjoy spending time in the lakes region of New Hampshire boating in the summer and skiing in the winter. The rest of the year we enjoy traveling to new and different places.
  • Like many families, we spend much of our time supporting our children in the activities that they chose to participate in.
  • We enjoy our community involvement and I specifically enjoy the fellowship of our local dads group.
  • Giving to charities has become a growing part of our lives. We enjoy including our children and teaching them the value of giving.

Community Participation

  • Fundraiser for the Room to Dream Foundation 2007, 2008, 2009
  • Habitat for Humanity Greater Boston 2009

Annual Charity Golf Event

Qualifications

  • BS Accountancy - Bentley College, 1990
  • Series 7
  • Series 63
  • Life, Accident and Health
  • CFP®, ChFC®, Certified Financial Planner™ practitioner, Chartered Financial Consultant
  • Ameriprise Private Wealth Advisor
  • Chairman's Advisory Council, 2005-present

Professional Associations

  • Financial Planning Association

Areas of Focus

  • Family Planning/Family Changes
  • Investment Advice
  • General Financial Planning
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Small Business
  • Asset Allocation

License information
I am licensed and registered to conduct business in MA. Based on licenses and registrations I hold, I may also conduct certain business in GA, AZ, CA, CO, CT, FL, IL, MD, ME, NC, NH, NJ, NY, OR, PA, RI, SC, TX, VA, VT, WI, DC

CA Insurance #0E74771

The experience depicted may not be representative of the experience of other clients and is not a guarantee of future performance or success.

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.


A financial advisory practice of Ameriprise Financial Services, Inc.