Richard J Miktus,
AWMATM
VP, 1792 Wealth Advisors
Wealth Advisor, RJFS
Richard J. Miktus brings over a decade of experience in financial advisory to 1792 Wealth Advisors. As a former Vice President and Financial Advisor at Merrill Lynch Wealth Management, Richard specializes in goals-based financial planning, meticulously tailored to align with each client's unique personal and financial objectives.
Richard's expertise includes tax-efficient investing for high-net-worth clients and strategic divesting of company stock to achieve diversified portfolios. His clientele comprises executives at Fortune 500 companies, consultants, attorneys, doctors, and small business owners. Richard is passionate about building strong relationships with his clients, understanding their life goals, and helping them achieve milestones such as retirement, property investment, college savings, and legacy planning.
Richard holds a B.S. in Applied Mathematics and an M.S. in Financial Management from Stevens Institute of Technology in Hoboken, NJ. Residing in Hoboken, he enjoys traveling, sports, music, and meeting new people. Richard believes in continuous learning and is always eager to hear about what drives his clients.
