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A new financial services company, EliteGate Wealth, LLC, is now serving clients in the Austin-area and across the state. Services include financial planning, comprehensive wealth management and investment-aligned insurance solutions for life, annuity or long-term care.
A closer look: Founder and CEO Chris Miller announced the company late last year after a 25-year career in Fortune 500 financial services leadership, Miller said in a statement.
“I launched the firm to bring clients the sophistication and expertise of large institutions, while delivering the personal attention, transparency and long-term, relationship focus of a boutique family office,” Miller said.
Miller explained that he aims to improve what many large advisory firms often do, which operate with advisors working high case loads while providing limited client interaction. EliteGate prioritizes proactive communication, thoughtful planning and a supportive advisor culture, he said.
- Meetings scheduled virtually or at clients' preferred location
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