Wealth Management

Changes in the economy and the advent of new technology have transformed the way many of us do business.  Businesses and individuals are increasingly looking to their CPAs to provide the answers.  In the past, many of our clients have expressed an interest or had questions regarding their financial investments.  That is why we created Wilkins Miller Hieronymus Wealth Management LLC. 

At Wilkins Miller Hieronymus Wealth Management, we offer comprehensive wealth management services.  We have the ability to develop and implement a complete wealth management plan that addresses not only current needs but will help our clients reach their future goals and objectives.

We work to help our clients thoroughly examine their financial lives using a system called the Method 10™.  This system organizes the key wealth management issues one may face, and helps direct us to craft the solutions needed.  Method 10™ includes 10 elements that are vital to financial well being:

    •  Tax Planning
    •  Investment Planning
    •  Retirement Planning
    •  Income Protection and Asset Preservation
    •  Education Planning
    •  Insurance Planning
    •  Estate Planning
    •  Business Planning
    •  Debt Management
    •  Special Situations

Method 10™ breaks down the complexity of a holistic wealth management plan into more manageable components.  The first element we address is not pre-set – instead, we can analyze the situation, isolate the most urgent issue to address, and craft the solutions.  And because the elements are interconnected, addressing one element often provides insight into the next element to approach.

Wilkins Miller Hieronymus Wealth Management LLC is affiliated with Wilkins Miller Hieronymus LLC, Certified Public Accountants and Consultants.  With our unique view of our clients tax and financial picture, we feel we have a broader insight when it comes to financial services.  We look for opportunities to reduce our clients tax bill and improve their financial well-being.

Wilkins Miller Hieronymus Wealth Management provides clients with the professional guidance they need in their pursuit of financial success and security.

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC.  Investment advisory services offered through 1st Global Advisors, Inc.  Insurance services offered through 1st Global Insurance Services, Inc.  We currently have individuals licensed to offer securities in the states of AL, CA, FL, GA, ID, MS, NC, NJ, PA, SC, TX, VA.  This is not an offer to sell securities in any other state or jurisdiction.