Milagre Wealth Management

Milagre Wealth Management

Milagre Wealth Management formed in 2020 with a self-described mission rooted in fiduciary duty and multi-decade advisory continuity. Founder Paul anchors the firm's marketing on relationships cultivated over 40 years, positioning the RIA as a steward for individuals, high-net-worth families, trusts, and estates. The entity operates under a fee-only model and invokes the Portuguese word for miracle to brand its service ethos. The firm delivers investment management paired with holistic financial planning. Its brochure confirms a standard registered investment advisor structure — client assets are held with Charles Schwab, which acts as an unaffiliated custodian. The Form ADV outlines advisory services for high-net-worth individuals and trusts, but the firm does not publicly disclose specific asset-class allocations, tracked portfolio companies, or proprietary fund vehicles. Public materials default to broad fiduciary language rather than named investment positions. Milagre's public footprint shows a single White Plains office without disclosed team headcount or adjacent operating vehicles. The firm has not published recent operational milestones or deployment figures. Its Form CRS and Privacy Notice are available through the website, completing the standard regulatory disclosure suite for a small-practice RIA. Structurally, Milagre distinguishes itself through the longevity of its founder's client relationships rather than an unusual mandate or hybrid architecture. The firm's governance centers on a single named practitioner, which concentrates succession risk and makes the continuity of those four-decade advisory ties the core operating thesis.