Meet Sacha Millstone
As a wealth manager with more than $230 million in assets under management, I specialize in retirement planning and distribution strategies, estate planning, charitable giving and managing inherited wealth. I now have clients in over 40 states. Throughout my career, my goal has remained constant: to help clients achieve their financial goals by careful planning and creating portfolios designed to manage risk while reaping required returns. I help my clients develop retirement strategies in both the accumulation stage and distribution stage, establish education plans, manage portfolios, analyze life and long-term care insurance needs, implement estate plans, and create charitable trusts and family foundations. My approach emphasizes education as the foundation of building a strategic plan – the investment portfolio follows from the plan.
As an early advocate of socially responsible investing in 1986, I have helped our clients create investment portfolios that reflect their values in areas including the environment, alternative energy, corporate governance and workplace issues. Additionally, I was among the first investment advisors in the Washington, D.C. area to be recognized for my expertise in socially responsible investing in 1986.
As a specialist in Sudden Money™, I also assist my clients in developing the roadmap and self-assurance to help turn a lump sum into lifetime financial security. In 2000, I joined the Sudden Money Institute, an educational organization that focuses on helping clients who have a sudden change in their financial positions. I am a member of their network of advisors trained in life transition planning.
Professional History
Raymond James – Senior Vice President, Investments, 1994 to present
Ferris, Baker Watts Inc. – Vice President, Investments 1990 to 1994
Smith Barney – Second Vice President, Investments 1984 to 1990
Education
George Washington University – Master of Business Administration, Finance and Investments, 1986
Earlham College – Bachelor of Arts, Economics and Political Science, 1980
Raymond James Recognition
Raymond James Chairman's Council – Member, 2005 to 2010
Raymond James President's Club – Member, 2001 to 2004
Raymond James Chairman's Council – Member, 1994 to 2000
Professional Associations
Sudden Money Institute – Member, 2000 to present
Business Development Committee for the Women's Capital Growth Fund – Member, 1996 to 1998
National Association of Philanthropic Planners – Member, 1998
Publications and Media Appearances
Baltimore Sun
Better Homes & Gardens Magazine
Boulder County Business Report
Denver Business Journal
Forbes.com
Self
The Plain Dealer
The Daily Camera
The Washington Times
Town & Country Magazine
U.S. News and World Report
Washington Post
The Wall Street Journal
Local news programs
Network news programs
Frequent guest appearances on talk radio nationwide
CNN
National Public Radio
Community Involvement
American Music Research Council, University of Colorado – Advisory Board, 2010 to present
Arts Around Town, a monthly program highlighting artists, events and art venues in the Denver and Boulder metropolitan area – Founder and Moderator, 2003 to 2006
Boulder Museum of Modern Art – Board Member, 2010 to present
Colorado Music Festival – Endowment Advisory Board, 2009 to present
Colorado Shakespeare Festival – Advisory Board, 2010 to present
Chamber of Commerce Boulder, Colorado – Member, 2002 to 2007
Leadership Boulder County – Member, 2004
Leadership Arts Colorado – Member, 2010
People, Planet, Profits, Colorado – Member, 2003; Treasurer, 2004
Rotary Club – Member, 2005 to present
Washington Area Women's Foundation – Member, 1996 to 2001
Women's Leadership Forum – Member, 1993 to 2000
3rd Law Dance Company – Advisory Board, 2010 to present