Virtual Financial Advice for Millennials
We put your wealth creation journey on auto-pilot so you can focus on the things in life that really matter.
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Built for Millennial Entrepreneur's & Professionals
- You are a business owner or professional, and are trying to balance your career, family and doing the things you enjoy doing.
- You are busy, and finances often become an afterthought for you.
- You have a feeling that you are falling behind where you could be, paying too much tax and not optimizing your financial situation.
- You often wonder if you are on track to accomplishing your long term goals.
- You are skeptical of turning to the traditional institutions for so called "financial advice" because you have rightly discerned that most of them are just trying to hit sales targets and using you to do it.
- You are sick of the high fee mutual funds, the transactional relationships and unsuitable recommendations given to your family and friends in the past and are seeking real financial planning that puts your interests first.
- If this sounds like you, you are an ideal fit to save HUNDREDS in our financial review.
About Millen Wealth
Millen Wealth was created out of the need for independent financial advice for Millennials. With nearly 2 decades of combined investment and financial planning experience, including awards and media features, we have been recognized nationally as a top Millennial financial planning firm!
We dedicate every minute to helping millennials just like you. achieve financial freedom.
What Others Are Saying...
"I just wanted to take a moment to share my appreciation for Sam and his team. Their financial advisory services have been exceptional. After working with other advisors in the past without much success, I was really impressed by the clarity and thoroughness that Sam and his team brought to the table.
Sam is direct, thorough, personable, and incredibly knowledgeable. What really makes him and his team stand out is his ability to offer a flexible and customized service, which I found invaluable since everyone has different goals, timelines, and situations.
They provided us with a clear picture of my financial situation and walked me through projections that were both detailed and insightful. But what I appreciated the most was their commitment to educating me throughout the process. I've learned so much from Sam and his team, and it's really helped me make more informed financial decisions.
I highly, HIGHLY recommend Sam and his team. Their dedication and expertise are truly amazing."
Nitin
"Three financial review sessions with Sam Lichtman changed my game. They know their stuff and made finance easy to understand. Set me up with doable goals, considering I'm a beginner. Trusted them right away - no fluff, just solid advice. If you're new to finance or want some advice on how to take your financial goals to the next level, hit up Sam Lichtman pronto. Thanks for the support!
I highly, HIGHLY recommend Sam and his team. Their dedication and expertise are truly amazing."
Jazmin
"...Sam took the time to meet with me not once but on several different occasions to really make sure he was familiar with me, my personal situation and goals, my risk tolerance etc. and from there put together a very comprehensive financial plan.
Sam is direct, thorough, personable, very knowledgeable, and most importantly offers his clients a flexible & bespoke service model which I think is so important since people have very different goals, timelines, situations etc."
Ryan
Get Expert Guidance on Areas like:
- Optimizing Your Tax Strategy – Discover how to save thousands on taxes annually
- Building a Tailored Investment Plan – Maximize returns while minimizing risk
- Strategizing Salary vs. Dividends – Determine the most tax-efficient way to pay yourself
- Mastering Tax Sheltered Accounts – RRSPs, TFSAs, and more to grow your wealth faster
- Creating a Winning Retirement Plan – Plan for the lifestyle you’ve always wanted
- Analyzing Your Business Cash Flow – Keep your money working for you.