At Caliber Wealth Management, we pride ourselves on being a family-operated firm led by a father-daughter team, Jess and Haley Miller. Based out of the historic Ghormley Curtis House, a home built in 1907 in downtown Amarillo, our firm blends tradition with modern financial expertise. Founded in 2017 by Jess Miller, CEO, founding partner, and Director of Wealth Management, Caliber Wealth Management is built on over three decades of industry experience. Jess Miller, a 2024 recipient of the Five Star Wealth Managers Award (based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors; wealth managers do not pay a fee to be considered or placed on the final list of 2024 Five Star Wealth Managers), is recognized for his deep expertise in wealth management and his commitment to helping clients "hit the mark" with their financial goals.

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The Precision Planning Process: A Streamlined Financial Strategy

Mature couple meeting financial advisor

The Precision Planning Process is a four-phase approach to creating a personalized financial plan, focusing on your goals, values, and priorities. This comprehensive strategy covers all critical areas, including estate planning, tax planning, retirement planning, and more, with clarity and precision.

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WITH A COMMITMENT TO EXCELLENCE, DEEP INDUSTRY EXPERTISE, AND A FOCUS ON BUILDING ENDURING RELATIONSHIPS, WE AIM TO PROVIDE CLARITY AND CONFIDENCE IN MANAGING YOUR WEALTH

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