It was a record-setting month. “Sell in May and Go Away” was an investment strategy promoted by the Stock Trader’s Almanac. The idea was...
Our Mission is
To help our clients make sound financial decisions and to exceed their expectations in planning and service.
We are fully committed to having a positive impact on our client’s lives with uncompromising integrity and trust.
Our Mission
to help our clients make sound financial decisions and to exceed their expectations in planning and service.
We are fully committed to having a positive impact on our client’s lives with uncompromising integrity and trust.
Our Mission
to help our clients make sound financial decisions and to exceed their expectations in planning and service.
We are fully committed to having a positive impact on our client’s lives with uncompromising integrity and trust.
Milanek Family Wealth
A TrustedPartner for Your Family & Business
Comprehensive portfolio and planning solutions.
Income planning for families approaching or in retirement.
Designing protection strategies for life, income, and property.
Our Services
Why Work with a Financial Advisor
Financial Planning
Everything starts with a good plan. We look at a clients entire financial life and holistically craft solutions depending on your unique goals and constraints.
- Retirement Income Planning
- Education Planning
- Social Security Optimization Strategy
Investment Management
We tailor our portfolios to suit the unique needs of our clients and meet them where they are in life with diversified solutions.
- Risk tolerance and asset allocation
- Tax efficiency planning and loss harvesting
- Alternative investments and hedging techniques
Tax Strategies
The only worthwhile returns are the one's you get to keep. Tax awareness and planning is at the core of what we do.
- Annual tax review and strategy
- Roth conversions
- Tax efficient withdrawal sequencing
Legacy Planning
Prudent estate planning can ensure your assets are properly and tax-efficiently passed on to your heirs in accordance with your wishes.
- Reviewing Estate Documents
- Trust & Trustee Education
- Multi-generational Wealth Transfer
Insurance & Risk Planning
Asset protection is a key cornerstone of holistic financial planning.
- Life Insurance
- Long-term Care
- Medicare
Testimonial
Hear what Our Clients Say
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Trusted by over 1300 loyal clients
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Founder
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Managing Director
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Business Owner
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Senior Manager
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Luctus nibh finibus facilisis dapibus etiam interdum tortor. Tincidunt nam porta elementum.
Founder
Nulla molestie mattis scelerisque maximus eget fermentum odio. Mauris pharetra.
Managing Director
Cras eleifend turpis fames primis vulputate ornare sagittis. Proin libero feugiat tristique.
Business Owner
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Senior Manager
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Euismod quam justo lectus commodo augue arcu dignissim. Porttitor ullamcorper.
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Finance Director
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Marketing Director
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Project Manager
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HR Director
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Sales Director
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Urna tempor pulvinar vivamus fringilla lacus nec metus. Lacinia integer nunc posuere.
Finance Director
Fermentum odio phasellus non purus est efficitur laoreet. Blandit quis suspendisse.
Marketing Director
Porta elementum a enim euismod quam justo lectus. Imperdiet mollis nullam volutpat porttitor.
Project Manager
Taciti sociosqu ad litora torquent per conubia nostra. Et magnis dis parturient scelerisque.
HR Director
Viverra ac tincidunt nam porta elementum a enim. Arcu dignissim velit aliquam imperdiet mollis.
Sales Director
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2,568 Reviews and counting
Group Cooperation
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Depth Of Experience
+
Happy Clients
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Profit Growth
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Customer Success Rate
FAQ
Frequently Asked Questions
Contact Us
Call
Office
150 S Warner Road, Suite 300 King of Prussia, PA 19406
Who We Are
Milanek Family Wealth Team
Multi-Generational • Family-Oriented • Decades of Experience
Blaise J. Milanek
Wealth Advisor, Milanek Family Wealth Management
Blaise W. Milanek
Investment Analyst, Milanek Family Wealth Management
Franci Neill
Executive Assistant, Milanek Family Wealth Management
Cassie Milanek
Director of Client Relations, Milanek Family Wealth Management
Joseph B. Elliott III, AIF, CFP
Executive Officer, Independence Square Advisors
Zachary S. Mineur, CFA, CFP
Investment Officer, Independence Square Advisors
Karen McCarthy
Opeartions Officer, Independence Square Advisors
Tim D'Orazio
Wealth Strategist, Independence Square Advisors
Chelsea Mineur
Director of Marketing & Engagement, Independence Square Advisors
Kaleb Burns
Compliance Officer, Independence Square Advisors
New Clients
Onboarding Process
We do a brief introduction call to see if we're a good fit for each other.
We get to know your unique goals, constraints, and family dynamics.
We create and refine a plan for you to achieve your goals.
We monitor and course correct as conditions and circumstances change.
Let’s Talk
Schedule Introduction
Stay Informed
Market Insights
Feeling the pinch of rising prices. The cost of living is increasing in many places around the world. “The war has sent oil prices...
The bond market was not happy last week. The bond market typically doesn’t get as much attention as the stock market does, but it...
Looking beneath the surface of the rally. Stock markets in the United States moved higher last week on enthusiasm for artificial intelligence (AI), strong...