Investment Led. Planning Driven.
At McMillan Private Wealth Group of Wells Fargo Advisors, we implement an Investment Led, Planning Driven process.
Our Team, which has decades of experience in both the Institutional and Private Wealth Markets, works with a select group of HNW individuals, families, and institutional clients not only in the Washington DC area, but throughout the United States as well.
Sitting on the same side of the table as our clients, we help them make informed financial decisions within the framework of comprehensive investment management and multigenerational wealth planning strategies.
Through our Team which works with their outside advisors, we bring to the table Private Wealth Services, Investment Management, Multi-Generational Planning, and Lending for our clients who require and expect a high level of service and performance, integrating into a dynamic overall wealth management plan.
Our Team, which has decades of experience in both the Institutional and Private Wealth Markets, works with a select group of HNW individuals, families, and institutional clients not only in the Washington DC area, but throughout the United States as well.
Sitting on the same side of the table as our clients, we help them make informed financial decisions within the framework of comprehensive investment management and multigenerational wealth planning strategies.
Through our Team which works with their outside advisors, we bring to the table Private Wealth Services, Investment Management, Multi-Generational Planning, and Lending for our clients who require and expect a high level of service and performance, integrating into a dynamic overall wealth management plan.
Our Team
Left to right: Josh Williford, Senior Registered Client Associate, MSF, CEPA®; Howard L. McMillan, III, CEPA® Private Wealth Financial Advisor, Managing Director – Investments
Working With Us
At McMillan Private Wealth Group of Wells Fargo Advisors, we leverage our collective expertise to serve a distinguished clientele, including highly accomplished individuals, their families, institutions, foundations, and business leaders.
With a strong institutional background, we take pride in offering a sophisticated perspective on our clients' most complex financial challenges. Our approach goes beyond traditional investment services by offering a comprehensive suite of integrated solutions. This includes advanced wealth planning, sophisticated investment management, strategic lending through Wells Fargo affiliates, and tailored solutions for institutions.
McMillan Private Wealth Group serves clients across the United States. With offices in McLean, Virginia– Wells Fargo’s regional headquarters–the team is strategically positioned alongside experienced specialists to help ensure clients receive the highest quality advice and services.
End-to-end wealth management solutions—all backed by Wells Fargo & Company, one of the strongest financial institutions in the world.
Our 'Investment Led. Planning Driven' philosophy emphasizes the creation and management of investment portfolios that align with our clients' financial aspirations.
We don't just focus on investment management in isolation; instead, we integrate our strategies into a broader wealth management plan. As a nimble, private wealth management firm, we pride ourselves on working closely with a select group of clients to help ensure we deliver tailored and highly personalized financial solutions.
Unique to Wells Fargo Advisors, a Private Wealth Financial Advisor focuses on working with high-net- worth clients. Howard L. McMillan, Private Wealth Financial Advisor, is able to provide clients access to products and services through various Wells Fargo affiliates such as the Wells Fargo Private Bank experience and Wells Fargo Securities to address clients’ wealth management needs.
Serving the wealth management needs of individuals, families, business owners, family offices and institutions.
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
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