MILLENNIUM
WEALTH CONSULTING
Retirement & Insurance Solutions

(626) 470-7734

  1. Title 2
Your Future Starts Now
  1. Who We Are
    We are committed to providing a high level of service that stands apart from the rest.
  2. How We Work
    We work with you to create customized strategies that address your personal or business' needs.
  3. What We Offer
    We offer comprehensive wealth management and retirement planning strategies.
33% of Americans
lack a financial plan
according to a recent study by Northwestern Mutual.
Although many Americans are worried about having enough money during retirement, it appears that only a fraction of us are seeking help when it comes to planning for this stage of our lives.

Millennium Wealth Consulting understands that individuals face unique challenges as they prepare for retirement.  We can help take the mystery out of preparing for today and tomorrow.  Whether your goal is preparing for retirement, college savings, estate strategy, or creating a retirement plan for your small business, our personalized service focuses on your needs, wants, and financial goals.

Our professionals have years of experience in financial services.  We can help you address your needs of today and for many years to come.
No One Strategy Fits Everyone
We invite you to discover and experience the power of our services
Retirement Planning

Enjoy retirement longer than you think. Growing your wealth requires patience and foresight.  Millennium Wealth Consulting can help you achieve your retirement goals.  We offer personalized plans to match your needs.
Business Financial Planning

Managing the day-to-day responsibilities of a business allows little time for much else.  Millennium Wealth Consulting can help ensure that everything you've built and work hard for is protected and in good standing.
Insurance

Protect those that matter most.  A sound insurance program can help protect your family from the financial consequences of unexpected events.  Let Millennium Wealth Consulting  surround you and your family with our leading insurance policies.