Duncan Rolph, Cfp® Email & Phone Number

Miracle Mile is built differently than the typical brokerage firm - as fiduciaries, we have the freedom and responsibility to provide proactive planning and unique investment strategies to both protect and grow our clients’ wealth. Our multi-family office structure brings an unparalleled level of service to our clients and focuses directly on their goals and aspirations.Our team works exclusively with entrepreneurs, executives, and high net worth families, advising them on all areas of their financial life. We follow a goals-based management approach to ensure clients’ needs are met along the way.Here are a few of the critical issues that often come up with our clients:- Capital gains and income tax mitigation (i.e., solar tax strategies, opportunity zones, additional research credits)- Income replacement strategies- Asset protection, estate structuring and wealth transfer planning- Charitable strategies (donor advised funds, private foundations, charitable trusts)- Stock option strategies and incentive plans- Consolidated cash flow and performance reporting across all investment accounts- Next generation involvement and educationHere is why we are different:- Innovation - We understand the opportunities and threats that financial success can bring to individuals and their families. We find innovative solutions to mitigate those threats.- Customization - Each family and situation is unique. We take our clients beyond the traditional model and create solutions customized directly to them.- Personalization - We are committed to our clients. Our multi-family office structure and high-touch service model creates a long-lasting relationship that lasts for generations.As a team, our goal is to create a higher level and standard of service and results.

Listed skills include Asset Allocation, Investments, Financial Advisory, Portfolio Management, and 14 others.