The Power of Partnership
Partnering together in pursuit of the lifestyle you envision
As you accumulate more wealth and your financial situation becomes more complex, we can provide you the customized planning, advice, and service you deserve.
A Personal Relationship as the Foundation for Success
It all starts with a relationship built on mutual trust. By understanding your unique situation and perspective we can better help you plan for and live the life you envision.
Customized Solutions based on your unique needs.
Our approach goes beyond traditional financial planning and utilizes a more comprehensive life-planning strategy allowing us to tailor recommendations and service to your unique situation.
Personalized Service to fit your lifestyle priorities
Our wealth management team is there to provide you the high quality service experience you deserve and so that you can enjoy the lifestyle you envision.
An Experienced Team
A comprehensive approach to wealth management
Founder & CEO
Jonathan Miller is an Accredited Wealth Management Advisor®, investment professional, entrepreneur, executive and award winning film producer. He leads the firm's wealth management division and a team of advisors who manage over $550 million. With over 23 years of investment experience and broad business achievements, he is able to provide unique insight, expertise and guidance.
Salma Abdulla is a Chartered Financial Analyst with over 19 years of experience. She is responsible for the firm’s flagship strategy, which is used to manage the E.M.O. Sterling Fund. Salma holds a Master’s degree from the London School of Economics, a Bachelor’s degree from McGill University, and the Chartered Financial Analyst® and Chartered Market Technician® designations.
Lonette Durrant has over 24 years experience in the financial services industry and has been with the firm since 2008. Having functioned in many capacities over the years, her passion is servicing the firm's clients. She studied at Fordham University and is the executive director of Guiding Light Multi-Service Center, a non-profit she founded in 2005, which teaches financial literacy and provides resources for the local community.