Jay Mills Email & Phone Number

A defining theme throughout my career has been a genuine passion to help successful individuals and families understand what they should and shouldn’t focus on when managing their financial lives.When I ask our clients: “what is the goal of climbing a mountain,” most say “to get to the top.” While this is true, I suggest the ultimate goal is to reach the top AND return safely. Most people don’t realize that many climbing accidents occur once they’ve reached that pinnacle. People simply forget to plan for coming back down the mountain.The same can be said for financial planning and investing.For decades, people have focused intensely on accumulating and growing portfolios—trying to reach the top. However, they fail to plan on how to effectively spend their money once they have it. In other words, they fail to plan for the climb back down.Just as climbers face greater risks on their descent, investors may face risks during the descent of their financial journey.With this in mind, my team and I have designed a disciplined and academic approach to help clients acknowledge and address these risks in an effort to help simplify the complexity of financial planning.We believe it’s time to stop focusing on the mountaintop and let us help you develop and understand a plan to get you up AND down while helping build confidence each step of the way.By doing this, we seek to make a significant impact on our clients’ lives, and are committed to helping their family for generations..............✉ jay.mills@morganstanley.com☎ 860-447-4847☛ https://advisor.morganstanley.com/the-tripoint-group/