History
Miser Wealth Partners, LLC, has over 100 years of combined financial planning experience among its partners who carry professional designations as CFP, CPA, JD, LLM (Masters in Tax Law), MBA and NSSA (National Social Security Advisor).
Specialties
Miser Wealth Partners is a family office financial advisory firm. Our primary focus is to first understand your current reality and listen to your concerns and wishes for the future of your family's wealth. We realize you may have a financial advisor or planner, a tax attorney, accountant, real estate agent, health care advocate, insurance specialist, but when was the last time all of them on a daily-basis were collaborating on your behalf? That is what Miser Wealth Partners delivers to our clients. Our staff is comprised of those with their Masters in Tax Law, CFP, MBA, CPA and JD designations. The lives of our clients are monitored on a daily basis. Their heirs are educated about our work with their benefactors, so we can create seamless wealth transitions that are optimized on behalf of our clients in accordance with their unique goals in mind.