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How does the advisor help clients – Key Takeaways:

MILAGRE WEALTH MANAGEMENT, INC. is a leading financial advisory firm that provides expert guidance to clients seeking to improve their financial health. Led by a team of experienced professionals, MILAGRE WEALTH MANAGEMENT, INC. offers a range of services designed to help clients achieve their financial goals and secure their financial future.

Facts and Insights

MILAGRE WEALTH MANAGEMENT, INC. has been in business for over 10 years and has a team of 15 highly qualified advisors. The firm has $500 million in assets under management, demonstrating its success in managing clients’ investments and assets. With a focus on providing personalized and comprehensive financial solutions, MILAGRE WEALTH MANAGEMENT, INC. has helped numerous clients achieve financial stability and growth.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 15 Over 10 years

Financial Services Offered

MILAGRE WEALTH MANAGEMENT, INC. offers a wide range of financial services to help clients achieve their financial goals. These services include investment planning and management, retirement planning, tax planning, estate planning, and risk management. The firm employs a comprehensive approach to financial planning, taking into account a client’s entire financial situation before providing tailored solutions.

Client Types

MILAGRE WEALTH MANAGEMENT, INC. works with a diverse range of clients, including high net worth individuals, families, and small business owners. The firm understands that each client has unique financial needs and goals and strives to provide personalized services that meet their specific requirements. By building long-term relationships with clients, MILAGRE WEALTH MANAGEMENT, INC. is able to provide ongoing support and guidance throughout their financial journey.

Fees & Compensation

MILAGRE WEALTH MANAGEMENT, INC. charges a fee for its services, which is typically a percentage of a client’s assets under management. The firm believes in transparent and fair pricing, and clients can expect to receive detailed information about the fees and expenses associated with their accounts. This ensures that clients are fully aware of what they are paying for and can make informed decisions about their finances.


MILAGRE WEALTH MANAGEMENT, INC. was founded with the goal of providing sound financial advice and guidance to individuals and businesses. Its team of advisors has a wealth of experience and knowledge in the financial industry, allowing them to provide expert insights and recommendations to clients. The firm is committed to staying up-to-date with the latest industry trends and strategies, ensuring that clients receive the best possible advice.

Financial Advisor Disclosures to Know

As a registered investment advisor, MILAGRE WEALTH MANAGEMENT, INC. is required to follow strict regulations and disclose any potential conflicts of interest to clients. These disclosures can include any affiliations with other financial institutions, potential fees and charges, and any past legal or disciplinary actions that may have been taken against the firm or its advisors. By being transparent and upfront with clients, MILAGRE WEALTH MANAGEMENT, INC. maintains the trust and confidence of its clients.

Company Information

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