Client assets are always held by a third-party custodian such as Charles Schwab & Fidelity. We invest our personal assets based on the same principles and in the same securities we recommend to our clients. CAUTION - Before you proceed, please note: Do not send us any confidential information. By clicking "accept" you agree that our review of the information contained in your e-mail and any attachments will not create any type of relationship (accountant-client relationship or otherwise) between you and Millares or any employee in our firm.
Services
For over three decades we have provided holistic financial solutions to individuals, their families, businesses, foundations and non-profits. Founding Partner Maria R. Millares, CPA, her two sons Ruben Millares CPA, CFP, PFS and Javier Millares, Esq., excel in the areas of tax planning, personal financial planning, wealth management and wealth transfer.
We invest in understanding what makes you uniquely you, to determine how best to advise you. We believe that an investment plan must integrate into a well-designed tax, estate and risk management plan. We create disciplined, long-term investment plans tailored to your unique financial situation. Our focus is always on your ultimate financial goals rather than daily market fluctuations.
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