Mila Wealth Management

Mila Wealth Management At Mila Wealth Management, our mission is simple: ‘Live Life Fully’.

Forbes Best-In-State isn’t something we chase – it’s earned through our commitment to consistency. Families trust us wit...
01/13/2026

Forbes Best-In-State isn’t something we chase – it’s earned through our commitment to consistency.

Families trust us with decisions that impact generations, not quarters.

This recognition reflects the systems, people, and values we commit to year after year - especially when no one is watching.

Grateful for our clients’ trust and our team’s dedication to doing this work the right way. While our full team is not pictured, this honor belongs to every person whose consistency and care make this work possible.

Most people see a lion in a snowy pit and think: “Danger. Stay away.” But the people I love working with, they see it an...
09/26/2025

Most people see a lion in a snowy pit and think: “Danger. Stay away.” But the people I love working with, they see it and think: “Let’s go.”

In Mark Batterson's, In a Pit with a Lion on a Snowy Day, we're reminded that life’s biggest opportunities rarely show up under perfect conditions. They come disguised as risk, complexity, or a challenge that most people would rather avoid.

That’s exactly where we thrive at Mila Wealth Management.

Whether it’s navigating nine-figure wealth, structuring a legacy plan that will outlast you, or making bold moves to align your money with your purpose, our clients know that chasing the “lion” is how you create a life well-lived.

If you’re ready to step toward your biggest opportunities - even when they’re outside your comfort zone - we should talk.

Because the right plan doesn’t just protect your wealth. It gives you the confidence to go after what others won’t.

Living an examined life is hard. It asks you to slow down and question the choices you’ve made, the routines you’ve fall...
09/24/2025

Living an examined life is hard.

It asks you to slow down and question the choices you’ve made, the routines you’ve fallen into, and the goals you’re chasing. It means confronting the gap between where you are and where you could be.

Most people don’t do it. Not because they don’t want to, but because it’s uncomfortable.

Financial planning works the same way. It’s not just numbers on a page. It’s an honest look at how you’re living today, what you truly value, and whether your money is aligned with the life you want to create.

At Mila Wealth Management, we believe your plan should challenge you, not just to save more, but to Live Life Fully™. To use your wealth to experience, contribute, and grow into your full potential. Because an unexamined life might feel easier in the moment… But the examined life is the one you’ll be proud you lived.

Your Estate Plan is a Love Letter to Your FamilyMost people think estate planning is about documents, lawyers, and taxes...
09/11/2025

Your Estate Plan is a Love Letter to Your Family

Most people think estate planning is about documents, lawyers, and taxes. But in reality, it’s about love.

It’s your way of saying: “I’ve thought about you. I’ve prepared for you. I’ve protected you, even when I’m not here to do it myself.”

Whether it’s ensuring your children are cared for, your family business is passed on smoothly, or your charitable wishes live on - your estate plan is the greatest gift of clarity and security you can give.

Join Kirsten Gillen, Lead Advisor at Mila Wealth Management, and Jim Thomson, Partner & Attorney at Lathrop GPM, as they share how to turn your estate plan into a lasting love letter, protecting your legacy and your family’s future.

📅 Wednesday, September 17th
⏰ 12:00–12:50 PM CT
💻 Zoom - please comment below or message us for the link to tune in!

What would you do if money wasn’t an issue? Most people don’t hesitate with the answer. They hesitate with the action. W...
08/29/2025

What would you do if money wasn’t an issue?

Most people don’t hesitate with the answer. They hesitate with the action.

We tell ourselves…
“When I have enough saved…”
“When the timing is right…”
“When the kids are older…”

But here’s the truth: The right time is a decision, not a dollar amount. Financial planning isn’t about waiting until the end of your career to live. It’s about designing a plan that lets you live aligned with your values now.

Because money is only a tool. The real goal is freedom. And the real reward is the life you don’t have to postpone.

While Mila Wealth Management is headquartered in Minneapolis with an office in Milwaukee, our reach extends far beyond. ...
08/26/2025

While Mila Wealth Management is headquartered in Minneapolis with an office in Milwaukee, our reach extends far beyond. We proudly serve clients all over the country, providing the same level of care, expertise, and personal connection, no matter where you call home.

One of the things our clients love most? How natural, productive, and intimate our virtual meetings feel.

✅ We’ve mastered virtual financial planning. Whether you’re across the state or across the country, our process ensures every conversation is meaningful and effective.
✅ Technology makes it easy, but relationships make it real. We use the best tools to create seamless experiences, but it’s our commitment to truly understanding you that makes the difference.
✅ Clients tell us they feel just as connected as if we were sitting across the table. Because good planning isn’t about proximity- it’s about partnership.

Wherever life takes you, we’re here to help you Live Life Fully™.

“If you knew you had just 10 years left, how would you live differently? Would you travel more, spend more time with fam...
08/21/2025

“If you knew you had just 10 years left, how would you live differently?

Would you travel more, spend more time with family, start that business, or give back in a meaningful way?

The best financial plans don’t just prepare you for someday, they help you Live Life Fully™ today.

What’s one thing you’d start doing now?

The news cycle is relentless—markets up, markets down, uncertainty everywhere. It’s designed to capture attention, often...
08/19/2025

The news cycle is relentless—markets up, markets down, uncertainty everywhere. It’s designed to capture attention, often by fueling anxiety and insecurity.

But at Mila Wealth Management, our clients experience something different.

Because they have a financial plan that’s deeply connected to their values and long-term vision, they don’t feel shaken by every headline. Instead, they:

✅ Stay grounded. They know their financial future isn’t dictated by daily news cycles but by a well-thought-out plan.
✅ Feel empathy, not fear. They can recognize and care about uncertainty in the world without feeling personally at risk.
✅ Move with confidence. Instead of reacting to every market swing, they stay centered, knowing their wealth strategy is built to withstand volatility.

The world will always be noisy. But when you have a plan that truly reflects your life, your priorities, and your future, you can tune out the fear and move forward with clarity.

Are you feeling centered in your financial life? Let’s build a plan that makes you feel secure, no matter what’s in the news.

We're thrilled to announce that one or our talented Financial Planning Analysts, Carter, has successfully passed his CFP...
08/14/2025

We're thrilled to announce that one or our talented Financial Planning Analysts, Carter, has successfully passed his CFP® (Certified Financial Planner) exam! This prestigious and hard-earned designation is a testament to Carter's dedication, expertise, and commitment to excellence in financial planning.

The CFP® certification is recognized as the gold standard in the financial planning industry, requiring rigorous education, experience, and ethical standards. It signifies Carter's ability to provide comprehensive and personalized financial advice tailored to our clients' unique needs and goals.

For our clients at Mila Wealth Management, Carter's achievement means enhanced insights, strategic guidance, and a deeper level of trust in managing your financial journey. His expertise will further empower you to make informed decisions and Live Life Fully™ with confidence and clarity.

Join us in celebrating Carter's remarkable accomplishment. Congratulations Carter! 🎉

Actually… yes. But not the way we’ve been taught.At Mila Wealth Management, we often say: Money is a tool. The meaning ...
08/12/2025

Actually… yes. But not the way we’ve been taught.

At Mila Wealth Management, we often say: Money is a tool. The meaning comes from how you use it.
You really only have 5 choices when it comes to what to do with money:

1. Buy stuff
2. Buy experiences
3. Buy time
4. Give it away
5. Save it

Now here’s the twist:

🛍️ Buying stuff?
That’s what your brain is wired to chase. More, newer, faster, shinier. But that’s not where happiness lives.

✨ Buying experiences?
That trip with your family. The concert with your college friend. The dinner where you laughed until you cried. That’s joy. And joy lingers longer than things.

⏳ Buying time?
Outsourcing what drains you. Carving out space for what matters. Time is freedom—and freedom is a feeling money can buy.

💞 Giving it away?
Whether it’s to a cause, a community, or a loved one in need—giving money amplifies meaning. It connects your wealth to your values.

💰 Saving it?
This one’s underrated- because saving feels like progress. And progress is where happiness truly lives. It’s how you build confidence, security, and a future with choices. On the flip side? Spending money you don’t have just to feel better right now? That’s a shortcut to stress, not satisfaction.

So yes, money can buy happiness. But only when it’s aligned with what matters most.

Address

225 South 6th Street, Suite 4500
Minneapolis, MN
55402

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