Matthew Miller
Owner/Financial Advisor at Northbridge Wealth Management
- Role
- Owner Financial Advisor at Northbridge Wealth
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Matthew Miller
Clients have told me that I have an ability to explain complicated financial situations in a concise way that is easy to understand.I have seen too many individuals and business owners put their own financial independence on the backburner, or worse, think their plan is adequate when they may be missing opportunities to be more strategic with their planning.From a business standpoint, have you thought about any of these questions:• Who will take over my business in 5-10years? • What happens to the value of my business if something unforeseen happens to me before I sell my business?• How can I attract, retain and reward my best employees?• How do I know if I am choosing the right employees benefits for my company and myself?From a personal standpoint, have you thought about any of these questions:• Do you have a clear understanding between your planning capital and legacy capital?• Do you fully understand the impact of taxes on the accumulation, and more importantly the distribution of your assets?• Are your financial, tax and legal advisors all on the same page? These are the hard questions I can help you answer. Our world is more integrated and nuanced than ever before. It is my personal mission to help business owners and individuals understand what they didn’t know was possible. Please feel free to contact me directly at (86••••••84. For additional information about my specialties, please visit: Wealth Management | CFP®, Certified Financial Planner | CLU®, Chartered Life Underwriter | Succession Planning | Executive Benefits | Strategic Financial Planning | Asset Protection | Portfolio Management | Retirement Strategies | Estate Planning Strategies | Risk Management | Insurance Management | Financial ServicesDisclosures:
Experience
Owner Financial Advisor
Mar 2016 — Present
Northbridge Wealth Management specializes in designing and implementing financial plans for businesses and families to ensure financial security and stability. We provide a customized comprehensive plan for each client which takes into consideration their phase of life and personal financial goals. At minimum, our objective is to protect our client\'s wealth while accumulating it and to preserve wealth while distributing it by implementing strategies to hedge against market risk, low interest rates, longevity and future tax liabilities
Education
Furman University
BA, Political Science and French
1995 — 1999
L'Ecole Des Hautes Etudes en Sciences Socials (Paris, France)
Furman Rotary Scholar - Social Science Advanced Studies
1999 — 2000
Skills
- Employee Benefits
- Financial Planning
- Investment and Advisory Services
- Investments
- Analysis of Business Problems/Needs
- Term Life Insurance
- Personal Finance
- Investment Management
- Asset Allocation
- Mutual Funds
- Risk Management
- Succession Planning
- Financial Education
- Certified Financial Planner
- Personal Needs Analysis
- Retirement
- Strategic Financial Planning
- Education Funding
- Executive Benefits
- Retirement Solutions
- Group Benefit Plans
- Wealth Management Services
- Trust Services
- Financial Advisory
- Asset Protection
- 401k
- Problem Solving
- Income Protection
- Business Planning
- Finance
- Business Development
- Wealth Preservation Planning
- Clu
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