Totten Inlet Wealth Strategies Joins MasonEDC Membership!
Mason County, WA – December 19, 2025 – It all started on the beach. That’s where the idea for Totten Inlet Wealth Strategies first came to Bradley Miller in 2024. However, that is not when Brad’s journey began. Looking for a career change in 2012, Brad was inspired by a mentor of his, Bill Shultz of New York Life and decided to join New York Life as an Insurance Agent. He began his career in life insurance, always believing in protection first. Investing came shortly after. In 2016 Brad moved into training and development and was the Director of Development for New York Life out of the Tacoma General Office for almost 9 years. Then Brad decided it was time to come back home and start serving his community again, so Totten Inlet Wealth Strategies was born in June of 2024
Totten Wealth was born out of Brad’s desire to help people understand and build their financial plans—not just for today, but for a secure and meaningful retirement. His philosophy is simple but powerful: protection first, investment second.
Brad specializes in retirement income planning and works closely with small business owners, helping them plan for smooth transitions out of their businesses and into retirement. He's also offering 401(k) planning to help clients build steady long-term wealth and provide a local advisor for employees to turn to.
What sets Brad apart is his hands-on, goals-first approach. He doesn’t just manage portfolios—he helps people identify their goals, protect what they have, and move toward what they want to achieve. His process can begin with just some simple gap planning or asset protection, wealth management and/or full fee-based financial planning, always with an eye toward building wealth, protecting that wealth and tax strategies.
Brad chose to invest in our local economy by joining Mason EDC because community matters to him. He believes that when small businesses and their employees have strong financial plans, the whole community thrives. He’s passionate about making financial planning approachable and impactful for everyday people.
When he’s not helping clients plan their futures, you’ll likely find Brad relaxing on his beach on Totten Inlet with a cold drink in hand—or out boating on the water. Something you may not know about him: during his time in the Peace Corps, Brad helped launch the first-ever ostrich farm in Benin, West Africa!
Totten Inlet Wealth Strategies is located at 221 W Railroad Ave Ste E.
Ready to plan your future? Visit tottenwealth.com or call 253.732.9509 to get started.
