Millie Capital Management LLC

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250 Lafayette Cir Ste 203
Lafayette, CA 94549
+1 (925) 820-0900
https://www.epwealth.com

Millie Capital Management LLC, based in Lafayette, CA, is an independent financial advisor dedicated to helping clients achieve their unique financial goals through a comprehensive planning approach. The firm offers a diverse range of wealth management services, including retirement planning, investment management, estate planning, and tax planning, all prioritized under a fiduciary standard.

With a team of experienced professionals, Millie Capital Management emphasizes personalized advice and ongoing portfolio monitoring to adapt to clients' life changes and financial aspirations. Their commitment to financial literacy and community engagement reflects a broader dedication to enhancing the overall financial well-being of their clients and the community.

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United States›California›Lafayette›Millie Capital Management LLC

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