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


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

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Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager