Jerrí Hewett Miller, Cfp®, Ricp® Email and Phone Number
I am the owner of Wealth Horizon, a boutique financial and investment advisory firm in Duluth. We guide clients with 'the confidence to move forward' through all of life's transitions. By providing a 360 degree view of your present situation we can address any areas of vulnerability and build on your successes. I have been committed to my financial planning practice for almost 25 years. Through the dot-com bubble of 2000, the 9/11 market shock, and recently the Greatest Recession, I have adapted. Being flexible, open to change, and strong in my convictions about time-tested financial planning principles has enabled me to advise my clients and their families with a long view. At Wealth Horizon, I have a thriving firm built on referrals from clients and people in the Gwinnett community that have come to know and trust me. Recent Successes Include:
Wealth Horizon Inc.
View- Website:
- wealthhorizoninc.com
- Employees:
- 4
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PresidentWealth Horizon Inc. 1992 - PresentDuluth, GeorgiaTo me, there is nothing more personal or important than your financial well-being. My goal is to help my clients uncover the life they want to live, and plan for its potential. I developed a passion for wealth management and comprehensive financial planning after building a foundation in the life and disability insurance arena. Wealth Horizon was founded in 1998, after I earned my CERTIFIED FINANCIAL PLANNER™ professional designation.As President, I have accomplished: • Delivering hands-on guidance and professional expertise • Empowering clients with the confidence to move forward through all of life's transitions• Growing a woman-owned sole proprietorship and being recognized as Best Overall Small Business by the Gwinnett Chamber of Commerce in 2015• Supporting, recognizing and celebrating women for being wonderful individuals• Giving back to the Gwinnett community through involvement in multiple local organizationsContact Me:Phone: 770-840-8440Email: jerri@wealthhorizoninc.com -
Consortium MemberIntegrated Financial Group | The Brain Trust Jan 2014 - PresentGreater Atlanta AreaBeing independent doesn't mean being alone. I am a proud member of Integrated Financial Group, a consortium of independent financial planners.Today, Integrated Financial Group is one of the largest independent financial planning consortiums in Atlanta withover $1.2 billion in brokerage and advisory assets under management*. With 72 Consortium Members independently owning firms across 9 states, we form a diverse, experienced and qualified group of professionals to deliver sound investment advice and financial strategies for your life. To learn more about Integrated Financial Group, visit www.TheBrainTrust.net.*Based on assets under advisement since September 2015, Atlanta Business Chronicle.
Jerrí Hewett Miller, Cfp®, Ricp® Skills
Jerrí Hewett Miller, Cfp®, Ricp® Education Details
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Bachelor Of Science -
Retirement Income Certified Professional Designation (Ricp®) -
Leadership GwinnettCommunity Leadership -
The Institute For Divorce Financial AnalystsCertified Financial Divorce Practitioner (Cdfa) -
The College Of Financial PlanningCertified Financial Planner Designation
Frequently Asked Questions about Jerrí Hewett Miller, Cfp®, Ricp®
What company does Jerrí Hewett Miller, Cfp®, Ricp® work for?
Jerrí Hewett Miller, Cfp®, Ricp® works for Wealth Horizon Inc.
What is Jerrí Hewett Miller, Cfp®, Ricp®'s role at the current company?
Jerrí Hewett Miller, Cfp®, Ricp®'s current role is CERTIFIED FINANCIAL PLANNER™ professional helping clients confidently find their path towards financial success.
What schools did Jerrí Hewett Miller, Cfp®, Ricp® attend?
Jerrí Hewett Miller, Cfp®, Ricp® attended University Of North Carolina At Greensboro, The American College, Leadership Gwinnett, The Institute For Divorce Financial Analysts, The College Of Financial Planning.
What are some of Jerrí Hewett Miller, Cfp®, Ricp®'s interests?
Jerrí Hewett Miller, Cfp®, Ricp® has interest in Aimee Copeland Foundation, Gwinnett Children's Shelterright To Hike, Gwinnett, Artworks, Right To Hike, Frasier's Cycling, Wellspring Living.
What skills is Jerrí Hewett Miller, Cfp®, Ricp® known for?
Jerrí Hewett Miller, Cfp®, Ricp® has skills like Strategic Financial Planning, Strategic Planning, Small Business, Investments, Portfolio Management, Investment Advisory, Wealth, Financial Advisory, Mutual Funds, Disability Insurance, Fixed Annuities, 401k.
Who are Jerrí Hewett Miller, Cfp®, Ricp®'s colleagues?
Jerrí Hewett Miller, Cfp®, Ricp®'s colleagues are Wealth Horizon Inc., Paula Van Sickle, Daniel Miller.
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