Wealth advice that helps inspire confidence

Educating and empowering your financial future

Our team is dedicated to providing comprehensive and long-term wealth management strategies tailored to your unique financial goals.  At Inspired Wealth Management, Trish is passionate about empowering clients with clear insights and a complete understanding of their financial circumstances.

Our defined process breaks down your goals into three key areas: Liquidity, Longevity, and Legacy. This structured approach helps simplify the complexities of investing and actively engages you in the planning process.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Patricia E. Miller

    Patricia E. Miller, "Trish" CFP, CPWA, CDFA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MI
    • MN
    • MT
    • NE
    • NV
    • NY
    • OK
    • PA
    • SC
    • SD
    • TX
    • UT
    • WI
    • WY

    Patricia "Trish" is an industry veteran, having been in the financial services industry since 1999. She has earned the designation of Certified Financial Planner (CFP®), Certified Divorce Financial Analyst® (CDFA®), and her Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute.  She works in collaboration with her team and clients to create comprehensive and long-term wealth management strategies. Her expertise in the financial planning process forges trust and reassurance with clients and families.  Trish enjoys spending time educating her clients and providing them with clear insights and a complete picture of their financial circumstances.  She does this using a defined process that breaks down clients' goals into three parts: Liquidity, Longevity and Legacy.  This approach actively engages individuals in the planning process to help bring clarity to the complexities of investing.

    Trish grew up in Minnesota and graduated from Luther College in Iowa with a double major in Business Management and German. She minored in International Studies because of her love of travel.  She has been a proud Colorado resident since 2005 and enjoys volunteering and being active in her community.  In her free time, she enjoys riding her bikes, trail running, playing with her English pointer puppies, baking chocolate chip cookies and reading.

    CA insurance license 0H32840, MN insurance license 20566430

    Personal & Community

    • Ethics board member- Investments & Wealth Institute
    • Boulder County Estate Planning Council, Past President and Accredited Estate Planner®
    • Associate Board Member of Alliance for Choice in Education (ACE)
    • Rocky Mountain Triathon Club Board Member Sponsor
    • We Ride 4 Cycling Club Sponsor
    • Berkeley Park Running Company Sponsor
    • Former Associate Director of the National Association of Divorce Planning- Flatirons Chapter

      • Luther College
      • Certified Private Wealth Advisor®
      • CERTIFIED FINANCIAL PLANNER®
      • Certified Divorce Financial Analyst
      • Wealth Advisor
      Securities-backed lending
      Financial planning
      Long-term care planning
      Estate planning strategies
      Philanthropy
      Sustainable investing
      Women investors
      370 17th Street
      Suite 4100
      Denver, CO 80202
      patricia.miller@ubs.com
      Patricia E. Miller, "Trish" CFP, CPWA, CDFA
      370 17th Street,Denver,CO,80202
    • Connor Hamilton

      Connor Hamilton

      Wealth Planning Associate

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      • AZ
      • CA
      • CO
      • FL
      • GA
      • ND
      • NH
      • NM
      • NY
      • OK
      • PA
      • SC
      • TX
      • UT

      Connor is a dedicated wealth management professional who specializes in financial planning. Recently entering the industry, he is committed to helping clients achieve their financial goals by providing personalized strategies and expert guidance. With a strong foundation in financial planning, Connor is passionate about building long-term relationships and delivering tailored solutions to meet each client’s unique needs.

      After growing up in the Dallas and Northwest Chicago areas, Connor graduated from Colorado State University where he majored in finance and financial planning. In his free time, you can find him running, golfing, hiking, and skiing.

            205 N Detroit Street
            5th Floor
            Denver, CO 80206
            connor.hamilton@ubs.com
            Connor Hamilton
            205 N Detroit Street,Denver,CO,80206
          • Cindy Riordan

            Cindy Riordan

            Client Associate

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            • CO

            Cindy is service-oriented, attentive, and caring. She has over 30 years of industry experience and is passionate about helping clients. Her goal is to always treat you as her top priority, and work diligently to quickly attend to your needs. She takes pride in building trusted relationships with every client at Inspired Wealth Management.

            Cindy serves as the point person to help clients with new accounts, asset transfers, online access, navigating statements, and all other administrative account issues. She's committed to providing the highest level of service.

            In her free time, Cindy loves spending time with her amazing daughter and her three pups.

                  Banking
                  Lending services
                  Cash management
                  Securities-backed lending
                  370 17th Street
                  Suite 4100
                  Denver, CO 80202
                  cindy.riordan@ubs.com
                  Cindy Riordan
                  370 17th Street,Denver,CO,80202
                • Bill

                  Bill Majewski

                  NMLS #947868

                  Senior Wealth Management Banker, UBS Bank USA

                  Current role and areas of expertise

                  Bill joined UBS Bank USA in November 2011 and he is currently a Senior Wealth Management Banker covering the Rockies Market in Colorado and the Desert Market in Utah.

                  Bill has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

                  Professional history

                  Bill has over 20 years of experience in finance and lending.  In addition to his role with UBS, Bill has past experience in business & commercial banking, securities backed lending, residential appraisal, real estate broker and wealth management.

                  Education and professional licenses

                  In Bill’s role as Senior Wealth Management Banker his NMLS# 800454. He holds his Series 7, 63 and 66 securities licenses. He also received a MBA Finance from San Diego State University and a BA in Sociology from University of California Los Angeles.

                  Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

                A focus on personalized access and service

                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                Three generations in apple orchard

                Turn possibilities into a plan

                Young plant

                Philanthropy

                Clients sitting with advisor

                Empower your investments

                Helping women take charge

                Couple in an art gallery

                Comprehensive planning for significant wealth

                Woman with architectural plans

                A plan to simplify your financial life

                Insights

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $6 trn

                UBS Group invested assets
                As of 12/31/2024

                More than 160 years

                offering financial advice

                #1

                for High Net-Worth clients

                Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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