Thanks for visiting my boutique operation!
Welcome to Sitka Wealth, where I, Joe Miller, provide one-on-one face to face wealth coaching for individuals and families. I run a unique practice in that I am mulit-licensed and have been in what I call the financial “sales” business since 2007 aka Financial Services. After 12 years in the business and running successful practices at multiple national and international firms I realized I’d have to start my own company if I wanted to offer genuine honest transparent and the least biased financial SERVICE possible. The problem wasn’t the people or the firms but the way the industry is entirely focused on sales over service. That problem is why so many feel icky after talking to people within the financial “services” industry. That’s why so many feel icky working in the industry. It’s unfortunate that an industry that has so much to offer in terms of real tangible immediate relief and service has evolved into a place where the people it needs most want nothing to do with it; both from a career and a client perspective.
Sitka Wealth was established in 2017 and I couldn’t be more proud and happy to have figured out a way to exist in the industry in a way that’s in alignment with my beliefs and values. It’s especially awesome to have it garner the “lost” clients that have found it difficult to communicate, trust, and relate to employees left “surviving” in the industry at their given firms.
My role is to fill that niche and give you financial peace of mind in a way that’s unique to you. From there, you can begin thinking about what wealth means to you and we can work towards building, maintaining, and protecting it.
Tools I use to establish your financial peace of mind:
Investment Management: Our low-cost, high-value investment management service is done through a robo advisor platform, similar to Wealth Simple. It offers a really cost-effective way to manage investments and has all the same safety standards and insurances that you have at the major national firms. ie. I cannot run away with your investments.
Insurance: We offer a range of life insurance products, including term life insurance, critical illness insurance, and disability insurance to help protect you and your loved ones from the unexpected.
Real Estate: Through our referral partnerships and my personal service, depending on availability, I can help you buy or sell your home with the added understanding of how the transaction will impact your wealth.
Financial Planning Software: There’s something about having a written plan that’s tailored to your unique concerns that brings a lot of peace of mind. They are crucial in bringing you out of that “just surviving” feeling and towards feeling more empowered and at peace. That comes with having direction and knowing you’re controlling what you can control. We use the best planning software to help illustrate strategies and plans in a way that they will make sense to you.
At Sitka Wealth, I pride myself on offering personalized, high-quality service that puts your needs first. I take a wholistic approach to building wealth and value helping people overcome their fears of finance. Contact me today to schedule a consultation and start building your wealth with a trusted partner.
