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.

Switchback Lookout updated approach image

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.

mobil

Mobile deposit

Women on the rise

Women on the rise

mtp

My Total Picture

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 bike, trail running, playing with her three 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
  • MN
  • NY
  • PA
  • SC
  • SD
  • TN
  • UT
  • WI
  • WY

Education

  • Luther College

Credentials

  • Certified Private Wealth Advisor®
  • Certified Divorce Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™
  • 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
Philanthropy
Sustainable investing
Women investors
370 17th Street
Suite 4100
Denver, CO 80202
  • (303) 820-5092

Email Me

Denver Rescue Mission Volunteer Event

Denver Rescue Mission Volunteer Event

25 February

The Denver Rescue Mission Volunteer Event- Sunday, February 25th from 4:45pm-6:30pm

    Connecting you to the deep resources of UBS

    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

    Focus on liquidity management

    Tree

    UBS and Credit Suisse—stronger than ever

    CIO House View monthly livestream

    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

    Insights