The Micklos Group is in the business of helping clients pursue their goals with the resources they have available and provide them with confidence throughout that journey. We are passionate about creative problem solving and seek to provide a superior client experience. We employ a holistic approach to wealth management and guide our clients through simple and transparent conversations, financial or otherwise. Our approach is about designing personalized strategies for individuals, families and business owners that help turn their goals into reality. We employ strategies that focus on diversity, risk management and capital preservation. When you succeed, we succeed.