With an enhanced team-based approach that provides both local and national industry expertise, Miln Group provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Tax Planning
Taxes are a critical consideration that impact every aspect of your financial life.
Retirement Planning
Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies.
Investment Planning
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners.
Estate Planning
Creating a legacy for the people, organizations and causes you care about requires proactive planning.
Insurance Planning
The value of the role that insurance plays in life has increased for many people.
Cash and Liquidity Management
Tailored cash and liquidity strategies will increase your flexibility to help you seize opportunities as they arise.
Intergenerational Wealth
The successful transfer of wealth between you and your children begins with a conversation.
Charitable Giving
There are multiple benefits to your generosity.
Business Succession
You have built your business to where it is today.