First Quarterly Letter

Dear Clients,

Today marks 4 months since our transition date! We are thrilled to finally settle in after a few ‘double-shift’ months. I wanted to update you all about our new platform, how things are going, and share about our new Quarterly Update Letter.

First, we want to say THANK YOU. Status Quo can be comfortable, easy, and often preferred. Paperwork and moving accounts are a cumbersome process as many of you experienced. We realize that we shook things up. And that’s why we want to say thank you for pushing through this transition process with us. 

Our platform is even better than we envisioned. We’re enjoying the increased level of ownership and flexibility. We’re able to focus on OUR mission to serve our clients with care and excellence. We’re embracing technology that allows us to communicate and execute better. We’re surrounded with abundant support from amazing people at Eversource. The culture fits our team; it’s the right place for us, and our clients will benefit because of it.

One additional communication method will be our Miller Wealth Management Quarterly Letter. I plan to write most letters, though not all of them. They’ll be written at the end of every March, June, September, and December. We will send an email blast with a link to our website, and it will take you to the Education section where we’ll also share articles, links, events, and other relevant financial information throughout each year. We are excited to increase the level of communication with our clients and prospective clients. And we hope it will be thought-provoking and lead to valuable discussions during our reviews.

Thank You!