Wealth advice that helps inspire confidence

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.


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Women on the rise

Women on the rise


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Patricia E. Miller, CFP®,CPWA®,CDFA®

First Vice President–Wealth Management

Certified Private Wealth Advisor®

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

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
  • We Ride 4 Cycling Club Sponsor
  • Berkeley Park Running Company Sponsor
  • Former Associate Director of the National Association of Divorce Planning- Flatirons Chapter
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KS
  • MI
  • MN
  • NY
  • OK
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • WI
  • WY


  • Luther College


  • Certified Private Wealth Advisor®
  • Certified Divorce Financial Analyst®
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Securities-backed lending
Financial planning
Long-term care planning
Estate planning strategies
Sustainable investing
Women investors
370 17th Street
Suite 4100
Denver, CO 80202
  • (303) 820-5092

Email Me

                The Action Center

The Action Center

16 August

The Action Center Volunteer Event- August 16th at 12:30pm- 4:00pm

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