R. Miller & Associates

R. Miller & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC At R.

Miller & Associates, we do more than plan for your future - we are committed to being a part of it. Through our ongoing guidance and resources, our team helps you navigate complexity throughout your entire financial journey and is with you every step of the way. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

09/08/2026

Most people think multi‑generational planning is about inheritance. In reality, the biggest risks we uncover have nothing to do with wills. They come from:

- Uncoordinated tax decisions across generations
- Aging parents needing care while children still depend on support
- Assets positioned for growth instead of control
- Advisors working in silos

Families with complexity need coordination, not more accounts.

If you are supporting parents, raising children, and preparing for your own next chapter, there is a smarter way to bring it all together. Click the link below to learn more! ⬇️

🔗 https://bit.ly/RMA-Multi-Gen-Planning

As we continue to reflect on the memories made at our 22nd Annual Charity Golf Outing, our team is also proud to share t...
09/04/2026

As we continue to reflect on the memories made at our 22nd Annual Charity Golf Outing, our team is also proud to share that in the end, we raised more than $15,000 for Family Reach! 🎉

The day brought together families, friends, and partners for meaningful moments of connection while demonstrating what is possible when people come together for a greater purpose. Thank you to all who joined us, made contributions, or simply gave their time in support of such a special tradition that creates a lasting impact for families facing cancer. We couldn't do it without you! 💝

As we wrap up August, let us 🎉 celebrate 🎉 Tom, the only team member who marked a birthday this month. Please join us in...
08/31/2026

As we wrap up August, let us 🎉 celebrate 🎉 Tom, the only team member who marked a birthday this month. Please join us in wishing him a year filled with growth, joy, and meaningful moments - Happy Birthday! 🥳🎊

Surprise - we have a bonus Part 3 for National Dog Day! Even though these pups are a day late to the celebrations (bette...
08/27/2026

Surprise - we have a bonus Part 3 for National Dog Day! Even though these pups are a day late to the celebrations (better late than never!) we wanted to take a moment to show them off anyways. After all, can you ever have too many dog pics?

Happy National Dog Day Part 2! As our team has grown over the years, so has the number of pups in the RM&A family (meani...
08/26/2026

Happy National Dog Day Part 2! As our team has grown over the years, so has the number of pups in the RM&A family (meaning you get even more dog photos on your feed with every year!) We enjoy getting a chance to share a piece of our personal lives with you and love to show off our furry friends whenever possible. Please give these adorable faces some love and remember to shower your own dog with extra affection today !🐾💓

Anyone who knows our team knows we would NEVER miss celebrating National Dog Day! Give this round of pups some love and ...
08/26/2026

Anyone who knows our team knows we would NEVER miss celebrating National Dog Day! Give this round of pups some love and keep an eye out for part 2! 👀

Thank you to everyone who joined us last week for our 22nd Annual Charity Golf Outing! Your support of Family Reach will...
08/25/2026

Thank you to everyone who joined us last week for our 22nd Annual Charity Golf Outing! Your support of Family Reach will help create a significant and meaningful impact for families navigating cancer.

We look forward to sharing more photos and highlights soon, but today, we simply want to express our team's heartfelt appreciation. 💝

A big (& belated) 🎉 congratulations 🎉 to John Schultz for passing the Series 7 exam earlier this year! 👏 Our team is pro...
08/13/2026

A big (& belated) 🎉 congratulations 🎉 to John Schultz for passing the Series 7 exam earlier this year! 👏

Our team is proud of John, not only for reaching this goal, but for the dedication, perseverance, and strong commitment demonstrated throughout the process. This accomplishment reflects John's drive for growth and development, and we are excited to see the impact he will continue to have on our team and for those we serve.

Well done, John! 🌟

Please join us in 👏 congratulating 👏 John Heatwole as we celebrate his 3rd year with our team! 🎉🥳🎉
08/07/2026

Please join us in 👏 congratulating 👏 John Heatwole as we celebrate his 3rd year with our team! 🎉🥳🎉

Please join us in 👏 congratulating 👏 John Krupa as we celebrate his 1st anniversary with our team! 🎉🥳🎉
08/04/2026

Please join us in 👏 congratulating 👏 John Krupa as we celebrate his 1st anniversary with our team! 🎉🥳🎉

Address

36 Washington Street, Suite 140
Wellesley, MA
02481

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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