Wealth Management

Hand flip wooden cube with word wealth to health. Investment in life insurance and healthcare concept

Wealth and Investment Management Strategies

Affluence comes with its own set of needs and challenges. New Millennium Group provides private wealth management services to help high-net-worth individuals develop effective wealth and investment management strategies.

Our wealth management advisors work in conjunction with clients’ CPAs and lawyers to provide comprehensive wealth management services. If you desire generational income, estate planning, income tax strategies, or have philanthropic goals, we can help develop a tailor-made plan for you and your family.

New Millennium Group provides a wide range of services that can help affluent and high-net-worth individuals grow and preserve their wealth so they can pass it on to their family and heirs in the most tax-efficient manner.

Comprehensive Wealth Management Services

For more than two decades, the wealth-management consultants at New Millennium Group have helped families and individuals throughout Utah to grow and preserve their wealth with services that include:

  • IRA Legacy Planning
  • Long-Term-Care Planning
  • Asset-Preservation Strategies
  • Estate Planning
  • Tax-Saving Strategies

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