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New Client?

Please refer to the information below to better understand our new client process. 

What It Means To Be A New Client

Welcome to the Millenia Investments family! Whether you are investing to build wealth, protect your family, or preserve your assets, you will get out undivided attention-from planning to execution to follow-up. We understand the challenges that families face today, which is why we take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available. 

What to Expect

The Initial Meeting:

When meeting with you for the first time, we want to take the time to get to know you. We want to understand your personal situation, what is important to you and your family, and your goals. Our goal is to better understand you as a person, so that we can better serve you as our client. 

The Follow Up Meeting:

At your second meeting, we will get to know you a little more in depth. We will discuss what risk means to you, define your tolerance, and define what your investment needs are. From there,  we will work with you to develop a long-term plan that brings you peace of mind and comfort. 

Continuing Relationships:

Our communication and service does not stop once you are a client. We strive to develop and maintain a trusting and lasting relationship. To prove that, we will reach out to check in, meet with you on an annual basis, call to wish you a happy birthday, and many more personal touches. We want to make sure as time goes on, you know that we are here for you and your family!

What Should You Bring to Your First Meeting?

  • Driver's license
  • A voided check
  • Trust
  • Power of Attorney (If you have one)
  • Outside statements