Financial planning and beyond

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Angus Miller, CIMA

Senior Vice President–Wealth Management

Financial Advisor

Angus Miller, CIMA® heads an experienced Wealth Management team who work with successful Entrepreneurs, Senior Corporate Executives and Non-Profit Foundations and Endowments on a global basis. He addresses the needs of investors whose substantial assets require sophisticated planning and innovative strategies. He focuses on customized Portfolio management, Risk management, Hedging and Diversification strategies, Trust and Estate Planning, Corporate Cash Management, Employee Benefits Programs and Liability Management.


Our approach to working with clients is based on a methodology that provides consistent scheduled communication and rapid response to any and all concerns. We strongly believe regular, scheduled communication, education and planning enhances the family's ability to make better decisions.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • PA
  • PR
  • TX
  • VA
  • WY

Credentials

  • Certified Investment Management Analyst®
184 Liberty Corner Road
Suite 101
Warren, NJ 07059
  • (908) 470-6225

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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