BizLook: Miller Private Wealth
Getting started with investments can feel intimidating. But with the right guidance, it doesn’t have to be. At Miller Private Wealth, Tracy Ann Miller helps clients from all walks of life gain control of their financial future.
Tracy knows firsthand how investments can transform a person’s life. “I grew up poor,” she says, “and I knew I needed to work hard so I wouldn’t stay in the same situation.” After graduating from the University of Oklahoma, she established herself in the corporate world, but found it wasn’t enough. “I didn’t feel like I was making a difference,” she says. “Then I met someone who taught me about investing. It was foreign, scary, and uncertain, but when I came to understand, I became a convert.”
Having achieved financial success herself, Tracy has devoted her career to helping others do the same. Many clients have worked with her for more than twenty years.
Client Centered Services
Tracy opened Miller Private Wealth in 2019. “I wanted a company that reflected my values and experience,” she says. “We’re on the same side of the table as the client because we’re fee based.”
Miller Private Wealth works with anyone who wants investment guidance. “Making money isn’t a game,” she says. “It’s important to respect the process and get help from someone you can trust.”
As CEO, Tracy leads a team of advisors who share her philosophy of client-centered wealth management. The team approach means the company has a broad knowledge base to address many different client needs.
“I encourage everyone to save, but investing takes you to a whole new level,” says Tracy. “It doesn’t matter if you’re rich or poor. Anyone can do this.”Miller Private Wealth is located at 5708 NW 135th Street, Suite B, Oklahoma City, and online at https://www.millerprivatewealthllc.com/