Life and money are intertwined, so we offer all our clients the highest level of fiduciary care.

Miner Wealth Management proudly helps high-income clients in the Raleigh area and across the country with their financial planning and investment management needs. We understand that money impacts every part of your life, so we always put your needs first in all we do.

Matt’s mentor told him, “We do well what we do often.”
Here are the three types of clients we serve most often *.

High-income earners | Tax and Estate Planning | Business Transition

Zachary and Jasmine, 30

Setting their family up for success. Read their story here.
James and Heather, 51

Do you mean we’re already millionaires? Read James and Heather’s story here.
David and Karen, 58

Still building wealth even as they approach retirement. Read their story here..

Write your own story

* These case studies and sample financial plans are hypothetical and intended only to demonstrate the types of clients we work with most frequently.

You don’t have to know everything about money – that’s what we’re here for. You just have to know where you want it to take you.

Life and money are intertwined, so we offer all our clients the highest level of fiduciary care.

Miner Wealth Management proudly helps high-income clients in the Raleigh area and across the country with their financial planning and investment management needs. We understand that money impacts every part of your life, so we always put your needs first in all we do.

Zachary and Jasmine, 30

James and Heather, 51

David and Karen, 58

You don’t have to know everything about money – that’s what we’re here for. You just have to know where you want it to take you.

Learn how Miner Wealth Management adds value for clients.Sign up for Matt's emails here.

Learn how Miner Wealth Management adds value for clients.
Sign up for Matt's emails here.