For some clients, tax-sensitive investing is of paramount importance. At MillRiver, due to our personal, customized service, we are able to work with our client, and their other professional advisors to deliver an investment program that is designed to address important tax planning issues.
MillRiver Trust Officers may provide tax advice in coordination with the client’s tax professional while Infinex does not provide tax advice and Infinex clients should always consult their tax advisor.
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not a Bank Deposit||Not Insured by Any Federal Government Agency|
Meeting with MillRiver Wealth Management Team is without obligation or cost.
MillRiver Wealth Management is a trade name of MillRiver Trust Company. Brokerage services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Infinex and MillRiver Trust Company are not affiliated.