Morgan Stanley Private Wealth Management
Dale Miller, CPM®
Managing Director,
Private Wealth Advisor,
Family Wealth Director,
Corporate Client Group Director
Direct:
(425) 455-8033(425) 455-8033
Direct:
(509) 260-3516(509) 260-3516
Direct:
(425) 202-0623(425) 202-0623
Toll-Free:
(866) 865-3699(866) 865-3699
My Mission Statement
To treat client assets as I would my own, and find the best solution for the goals that we’ve defined together.
My Story & Why
In 2003, I co-founded The Pacific Wealth Management Group and now act as its current managing partner. I serve as a Managing Director, Corporate Client Director, and Private Wealth Advisor at Morgan Stanley. I've been consistently recognized on the Forbes' Best-in-State Wealth Advisors and Barron's 1000 list of top US wealth advisors. I’ve been identified as the #1 advisor in the state of Idaho for both Forbes and Barron's for 2023.
My goal for my clients is simple: success. I strive to find the lowest risk, most tax efficient, and consistently rewarding way for my clients to get to where they want to go with the wealth they've created. My typical client arrives as a business owner, technology founder, or CEO who is about to experience a significant liquidity event of $25M or more and needs advanced tax and estate planning. I also work with large landowners to plan for their unique tax and estate challenges.
My clients can also take advantage of a team which has an unusually deep bench. PWMG has industry specialists who give us the capability to work with many situations including stock option plans, executive compensation, private foundations, agriculture, and a broad spectrum of unique client needs. In addition, we have nearly two dozen wealth management and banking professionals who bring a wide range of advanced solutions to our clients including private banking
services, private aviation, alternative investments, corporate executive liquidity planning and more.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2023) Data compiled by Barron's based on time period from Sept 2021 - Sept 2022.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
My goal for my clients is simple: success. I strive to find the lowest risk, most tax efficient, and consistently rewarding way for my clients to get to where they want to go with the wealth they've created. My typical client arrives as a business owner, technology founder, or CEO who is about to experience a significant liquidity event of $25M or more and needs advanced tax and estate planning. I also work with large landowners to plan for their unique tax and estate challenges.
My clients can also take advantage of a team which has an unusually deep bench. PWMG has industry specialists who give us the capability to work with many situations including stock option plans, executive compensation, private foundations, agriculture, and a broad spectrum of unique client needs. In addition, we have nearly two dozen wealth management and banking professionals who bring a wide range of advanced solutions to our clients including private banking
services, private aviation, alternative investments, corporate executive liquidity planning and more.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2023) Data compiled by Barron's based on time period from Sept 2021 - Sept 2022.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
My Specialties
- Section 16 Insiders and 10b5 Plans
- Sophisticated tax management strategies during significant liquidity events
- Estate Planning for ultra high net worth families
- Multigenerational family dynamics
- Concentrated position hedging strategies
Securities Agent: KS, AZ, NM, MS, MA, DC, CO, TX, TN, IN, AR, VT, VA, OH, LA, DE, MI, ID, IA, HI, WA, RI, NJ, NC, MD, AL, WY, SC, PA, NV, ND, GA, AK, OR, NH, MT, MO, CT, WI, UT, NY, MN, ME, KY, IL, FL, CA, SD, OK, NE; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1274466
NMLS#: 1274466
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Navigating the Complexities of Significant Wealth
At The Pacific Wealth Management Group, we focus on what is most important to you, your family, and your organization. We provide the tailored advice, knowledge and global resources needed to help make informed, confident decisions about your current and future wealth. Above all, we commit to helping make a meaningful difference in your life by bringing together the diverse skills, deep experience and advanced credentials of our dedicated wealth management professionals.
The PWMG Advantage - Unlike other teams whose who attempt to be all things to all people, we have strategically built our team to provide a high level of service and customized advice to a select group of clients. This is provided via a deep bench of specialists within our team and Morgan Stanley’s global capabilities.
Comprehensive Wealth Management with a Personal Touch - While our services may be wide in scope, our approach is individualized so we can help you grow, preserve and transfer your wealth with intention. We receive great satisfaction knowing we are helping make a significant impact on the quality of our clients’ lives.
A Commitment to Excellence - We are proud of the signature service we have been providing our clients for decades and welcome the opportunity to deliver this same level of excellence to you. I look forward to speaking with you about where you want to go.
The PWMG Advantage - Unlike other teams whose who attempt to be all things to all people, we have strategically built our team to provide a high level of service and customized advice to a select group of clients. This is provided via a deep bench of specialists within our team and Morgan Stanley’s global capabilities.
Comprehensive Wealth Management with a Personal Touch - While our services may be wide in scope, our approach is individualized so we can help you grow, preserve and transfer your wealth with intention. We receive great satisfaction knowing we are helping make a significant impact on the quality of our clients’ lives.
A Commitment to Excellence - We are proud of the signature service we have been providing our clients for decades and welcome the opportunity to deliver this same level of excellence to you. I look forward to speaking with you about where you want to go.
Client Service Team
Josh Elder - Registered Client Service Associate
Phone:
(425) 202-0647(425) 202-0647
Email:Josh.Elder@morganstanley.com
Daniel Matthews - Group Director, Vice President
Phone:
(425) 455-8056(425) 455-8056
Email:Daniel.Matthews1@morganstanley.com
Josiah Brensdal, CFP - Consulting Group Analyst
Phone:
(425) 202-9967(425) 202-9967
Email:Josiah.Brensdal@morganstanley.com
Ethan Miller - Team Administrator
Phone:
(425) 202-0623(425) 202-0623
Email:Ethan.Miller1@morganstanley.com
Location
505 E Front Ave
Ste 201
Coeur D Alene, ID 83814
US
Direct:
(425) 455-8033(425) 455-8033
Toll-Free:
(866) 865-3699(866) 865-3699
717 W Sprague Avenue
500
Spokane, WA 99201
US
Direct:
(509) 260-3516(509) 260-3516
4000 Carillon Point
Ste 600
Kirkland, WA 98033
US
Direct:
(425) 202-0623(425) 202-0623
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
Article Image
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
CRC 4237142 (02/2025)
