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Greg Miller was a man on a mission. His grandfather had hit it big, then lost it all. His father, pretty much the same story. A successful CPA and businessman, he wasn’t about to make the same mistake.

Listen to Greg’s story and hear about what helped to preserve his portfolio, and how that same strategy is now working to help Wellesley’s clients.

Miller Three Generations

Greg’s Father, Grandfather and Greg in 1972