Welcome

When you spend much of your life growing a business or career, it can be easy to overlook a critical question: what purpose does your money serve? It’s a tough question. And it’s the first thing I ask my new clients for one simple reason: It forces people to step back and look at life in a broader sense—What do you want to get out of it, and how does your money play a part?



To have a conversation and see if I can help with your life goals, please call me at 908-518-5404.
Services Include
  • Financial Planning1
  • Philanthropic Services
  • Retirement Planning2
  • Planning for Education Funding3
  • Estate Planning Strategies4
  • Life Insurance5
  • Long Term Care Insurance6
  • Asset Management7
  • Cash Management8
Securities Agent: AZ, CA, CO, FL, KS, MA, MD, ME, MI, NC, NJ, NY, OH, OK, PA, VA, VT, WA, WI; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1383236
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Working With You

Planning your financial future is about so much more than the accumulation of wealth; it starts with establishing a purpose. Maybe you want to pass on your business, secure your family, donate to charity, or establish a scholarship at your alma mater. Because every client has a unique vision, I like to ask you the tough questions. The things you’ve been too busy to sit and really consider.


For example, if you’re interested in philanthropy, the first thing I’d ask you is not how much do you want to give but rather what impact do you want to have. We’ll brainstorm together and set a clear image of your ideal future. Then, I’ll construct a custom portfolio to help bring that vision to fruition. As a Senior Portfolio Manager, I can help with everything from donor advised funds and charitable remainder trusts to foundation administration and impact investing.


I also regularly work with my clients’ trusted network of lawyers, accountants, and other professionals; I pride myself on being the linchpin for this network, helping to keep your big picture seamless and your vision a soon-to-be reality.


Follow-up and collaboration are the keys to my working method. By thoroughly studying market trends and regularly checking in with you, I help ensure your financial plan always reflects the most up-to-date information. My Client Service Associate Karen Derosa is integral in providing the highest level of care to all of our clients, in fact her compassion and diligence have come to define my practice.

    My Clients

    My clients are a diverse group of business owners, executives, and families at different stages of their lives. Each and every one, however, has worked hard to provide for themselves and their loved ones.


    I believe that a financial plan should be rewarding to my clients on a personal level. At the end of the day, I want my clients to be able to look back and see the good they’ve done. Because of this, my financial plans are in fact “family plans” that span several generations and navigate through various economic landscapes.


    My clients are all smart people, but I know that doesn’t mean they all speak in financial code. Because I often work with families for many years, I can’t and don’t rely on jargon. I use simple and relatable language to help every client understand the complexities of their financial plans. By getting everyone on the same page, I can best help my clients thrive from generation to generation.


    My clients are my motivation. They have worked tirelessly to reach personal, professional, and community excellence; I strive every day to do the same.

      My Beliefs

        Giving Back

        Giving Back




        While my primary objective in the office is to help my clients realize their vision, in my free time I strive to help those less fortunate overcome adversity and achieve their dreams. I feel extremely lucky to be in a position to help others in my community, and believe it is a part of my civic duty to do so.


        For the Children’s Specialized Hospital Foundation in New Jersey, I serve on the Board of Trustees. We fundraise to help ensure every child receives the rehabilitation care they need, regardless of economic barriers. As of today, the hospital aids more than 30,000 children annually.


        I also volunteer with New Jersey’s Westfield Rotary Club, and previously served as President of the club’s Foundation. The club focuses on community outreach, youth services, the fight against hunger, and supporting local, community-focused non-profit organizations. I currently serve as Chairman of its Project Hunger Program.


        As the Fundraising Chairman of the Westfield Historical Society, I have the privilege of preserving the community I love. It is the Society’s mission to archive and promote the history of Westfield, New Jersey through educational outreach, archival campaigns, and community events.

          Location

          150 Jfk Parkway 2nd
          Fl
          Short Hills, NJ 07078
          US
          Direct:
          (908) 518-5404(908) 518-5404
          Toll Free:
          (800) 225-0959(800) 225-0959
          Fax:
          (908) 233-9177(908) 233-9177

          Investment and Market Perspectives

          On the Markets

          Retirement

          Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
          • 401(k) Rollovers
          • IRA Plans
          • Retirement Income Strategies
          • Retirement Plan Participants
          • Annuities
          The Simple Six-Step Retirement Checkup

          The Simple Six-Step Retirement Checkup

          Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

          Investing

          Working closely with you to guide your wealth and investments through the most challenging market cycles.
          • Asset Management
          • Wealth Planning
          • Traditional Investments
          • Alternative Investments
          • Impact Investing
          Five Smart Strategies to Use a Bonus or Raise

          Five Smart Strategies to Use a Bonus or Raise

          Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

          Family

          Creating customized financial strategies for the challenges that today's families face.
          • Estate Planning Strategies
          • 529 Plans / Education Savings Planning
          • Long Term Care Insurance
          • Special Needs Planning
          • Trust Services
          Financial Transition: A Guide for Women

          Financial Transition: A Guide for Women

          Here's how to take control of your finances if a death or divorce leaves you holding the reins.

          Business Planning

          Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
          • Succession Planning
          • Business Planning
          • Retirement Plan Sponsors
          • Qualified Retirement Plans
          • Corporate Pension Funds
          6 Keys to Building a Startup

          6 Keys to Building a Startup

          Entrepreneurs share ideas and learnings from the experience of starting a company.

          Philanthropy

          Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
          • Endowments
          • Foundations
          • Donor Advised Funds
          • Impact Investing
          A New Roadmap for Mission Alignment

          A New Roadmap for Mission Alignment

          Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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          Ready to start a conversation? Contact Michael V Miller today.
          Market Information Delayed 20 Minutes
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          3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

          4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.

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          6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

          7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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