Independence with Millennium Private Wealth

You focus on your clients and building your business. We focus on the rest.

Why Choose Millennium Private Wealth?

Millennium Private Wealth (MPW) is an independently owned and operated financial services organization. Our enterprise experience provides a foundation for advisors and their clients to thrive.


Like-minded advisors leverage Millennium’s infrastructure on process, structure, strategy and accountability to satisfy the goals and needs of their clients.

If you’d like to learn more about joining the MPW team

Millennium’s dedicated infrastructure allows you to run your business to best fit your clients’ objectives.

Autonomy and Flexibility

Dedicated and Experienced Support Staff

Competitive Payout and Benefits

Full Suite of Practice Support Services

Liquidity and Succession/
Continuity Planning

Marketing and Branding

Access to C-Suite

Control your business.

  • Competitive Payout as a 1099 Contractor
  • Establish Ownership of Your Business
    • Greater control over business-related activities and related expenses
  • Business Continuity, Liquidity and Succession Planning
    • Help ensure your clients and practice values are protected in a life event
    • Design a custom cash flow structure when selling all or a portion of your practice
  • Merger and Acquisitions Support
    • Assistance in purchasing FA books or practices
    • Access to financing solutions to assist with various transaction types

Focus on your clients with turnkey services to create
efficiencies in day-to-day operations.

Human Resources

  • Hiring and HR Support

  • Payroll

  • Benefits and Retirement Plan

  • Retirement Match for Staff

  • Healthcare Coordination

Real Estate/Office Solutions

  • Building

  • Secure the Lease

  • Leasehold Improvements

  • Furniture/Office Equipment/Telephony

  • Development of Systems and Processes to Optimize Your Practice


  • Laptops, Servers, Security Infrastructure, VOIP Phones, etc.

  • 24/7 Technology Support through Wells Fargo Advisors Financial Network (Internal) and Third-Party Vendors (Myriad)

  • Implementation and Maintenance of Technology


  • Marketing Support

  • Compliance and Supervision Support

  • Continuity and Succession Planning

  • M&A Support

  • Access to Financing Solutions

Marketing and Branding

Development and Coordination
of Practice Marketing
Leveraging a Third-Party Vendor

Digital Marketing for Brand Awareness and New Client Acquisition and Website Optimization

With Wells Fargo Advisors
Financial Network, Receive Training and Support for Social Media

Client Appreciation and
Engagement Campaigns

Development of Practice
Branded Creative Materials

Supported Process to Affiliation

Getting to Know You

Identify your unique goals, values, dreams and challenges for your business

Due Diligence

What does independence with
MPW look like

Pro Forma to understand
economics of ownership

Strategies and Solutions

Review comprehensive
affiliation strategies

Finalize plan and discuss
affiliation timeline


Analyze to determine proper
real estate and appropriate technology solutions


Codify appropriate legal
structure and affiliation documentation

Welcome to Affiliation with Millennium Private Wealth

Integration with support team

New accounts and begin
transferring existing assets