What We Do

We seek to increase our clients' spendable income by providing investments that focus on tax-advantaged income while maintaining appreciation potential.  We offer solutions to make our clients' lives less complicated and more rewarding - both financially and otherwise.

Tax Advantaged Investments

   Specialized Wealth Management’s difference is in our name.   This difference is what sets us apart from our competitors.

   Since the late 1990’s, the financial services industry has been on a quest to “capture all of our client’s assets.”  Stockbrokers became “Account Executives,” then “Financial Advisors” who marketed all sorts of products; stocks, mutual funds, real estate, and even checking accounts.  This system may be better; for the advisor! (It is a way to generate more fees, after all.)  The drawback is that your “advisor” is now a “Jack of all Trades, and a Master of None.”

   We take a different approach.  Our firm chooses to specialize in tax-advantaged products; investments backed by hard assets with income potential.  These tax benefits can help our clients to keep more of what they earn.

Who We Are

   Christopher Miller is a Managing Director with Specialized Wealth Management.  His extensive industry experience includes work in commercial real estate appraisal and as a TIC and energy program analyst.  Additionally, as an Acquisitions Analyst for a national real estate syndicator, Chris helped to purchase over $100 million of enclosed malls, retail centers and office buildings across the country.  Chris earned an undergraduate business degree and an MBA with an emphasis in Real Estate Finance from the University of Southern California.

   During his years in the industry, Chris has personally helped investors through over two hundred 1031 exchanges and has been featured as a real estate authority on television and in several industry publications.  Chris enjoys traveling and bicycling in his free time.  Please contact him with any needs by calling toll-free at (877) 313-1868 or e-mailing Chris@SpecializedWealth.com .