Make Smarter Decisions about Your Money.
Gain Greater Influence over Your Business & Life.
“We believe you are capable of a greater level of influence than you have ever imagined- over your time, over the success of your business, and in the lives and causes most important to you.”
- Dave Hunt, Wealth Manager
WHO WE SERVE
You’ve achieved success as a business owner.
But are you still overwhelmed or uncertain?
There is a greater level of influence you are capable of. With our True Influence Formula, we offer a holistic approach designed to help you reach a heightened level of success in your wealth, the flow of your business, and the most meaningful parts of your life.
HOW WE SERVE
Address the Gaps in Your Financial Plan and Help Influence Your Business for Good
At Milestone Wealth, we believe that True Influence is not just about business.
- It’s being confident that you’re making the optimal decisions for your business wealth and your personal wealth.
- It’s having the freedom to focus on what you love doing the most in your business.
- It’s knowing that when you exit, you can choose the way that’s best for you.
Impacting the lives of those you love and the causes that are most important to you; THAT is the True Influence.
We can help you get there. We’ll help you identify the gaps in your current plan and show you what’s truly possible for every area of your wealth AND the optimal flow of your business.
Our Solution
The True Influence Formula
We then develop your individualized two-part plan:
Using our True Influence Formula, we begin with getting clear about what’s most important for your business, your wealth, your family, and the causes most important to you.
- An Investment Plan to build your nest egg outside of your business.
- An Advanced Plan to address any gaps in your plan, including wealth enhancement, wealth protection, wealth transfer, and charitable giving.
Finally, we help put the right people in the right positions to help you succeed.
Whether you need financial specialists such as accountants or resources for hiring the right team members for your business, our goal is to help you optimize your time, your business, your wealth – your life.
Schedule a meeting today with a wealth manager to see how we can help you develop a plan with True Influence.
Meet Your Milestone Team
Hi, I’m Dave Hunt, founder of Milestone Wealth Management. When my clients first come to me, they often ask, “Dave, how do I know there isn’t something missing in my current financial plan and if I’m making the best decisions for my future?” As a business owner, I understand that challenge…
Milestone Wealth Financial Resources
CURATED FOR YOU
Thoughts on the Markets, April 3rd
Friends, I wanted to share some thoughts on what we’re seeing in the markets in recent months, and especially today. If you have questions, please don’t hesitate to contact us.
Team Recipe: Logan’s Taco Soup
Logan Bjornson, our Client Concierge, has shared her delicious recipe for a tasty Taco Soup. This simple dish is a staple recipe at Logan’s house during cooler weather. It’s a great crock-pot recipe to feed a crowd, and your house will smell amazing while it bubbles away! Ingredients 1lb ground beef or turkey One onion (diced) Can of corn (drain 1/2) Can of black beans (drain all) Can of kidney beans (drain all) Can of Rotel original 2 cans of diced tomatoes 1 package of taco seasoning 1 package of ranch dip seasoning Shredded sharp cheddar cheese Sour cream Chips for dipping (Scoops or Fritos) Directions Cook diced onion in skillet with olive oil until softened. Add ground beef or turkey in skillet until browned. Transfer to crock pot. Open everything else and put it in the crock pot on low for 6-8 hours. (or simmer in a big pot until it’s ready). Serve in bowls topped with cheese and sour cream, with chips on the side for dipping into this delicious soup. Enjoy!
Client Spotlight: Ken Hunt
Ken Hunt, Dave’s Uncle, was born in 1937 in Morris, Illinois. When he was eight years old, his parents decided their three boys should be raised in the countryside. Ken loved this quiet upbringing, and it would eventually shape his life and line of work. Growing up, Ken loved sports and excelled at anything with a ball. His favorite sport was baseball, playing shortstop and first base in high school. In college, he pivoted to intramural fast-pitch softball and played in local leagues throughout his life as a skilled pitcher. Ken studied agriculture at the University of Illinois. While he never particularly cared for school, he did enjoy making friends for life through his fraternity, Alpha Gamma Rho. The best connection he made in college was meeting his wife, Karen, at a fraternity dance. Ken put his agriculture degree to use by partnering with his brother Bob (Dave’s Dad) to farm corn and soybeans. For 41 years, he focused on the farming work while his brother handled the books and business aspects. “Bob loved computers, and I concentrated more on running the farm,” said Ken. “Brothers don’t usually stay in business together that long, but we did. We understood each other’s strengths and capabilities, and that made it work.” While Ken was farming, Karen was a stay-at-home mom raising their
Join Our Team: Associate Wealth Manager
Looking for a rewarding career in the financial industry? Join our team at Milestone Wealth and begin developing relationships with our clients and supporting their needs, with the goal of attaining your CFP and becoming an Associate Wealth Manager within two years. We are proud to offer: Competitive salary based on experience Bonus opportunities Benefits package including medical and disability insurance 401k match of 6% Paid time off Great training Beautiful office environment Education Incentive Plan Responsibilities: Client Service: Personalized support ensuring exceptional client satisfaction. Client Meetings: Attend, record notes, and assist with post-meeting tasks. New Accounts: Seamless account openings with personalized onboarding. Account Transfers: Efficient handling of account transitions and consolidations. Investment Research: Gather, input, and analyze data on investment managers. Support: Assist the current Associate Wealth Manager in addressing the client’s financial goals. Qualifications: College degree preferred 2+ years of financial industry experience preferred Excellent communication skills – upbeat and friendly Advanced skills in Microsoft Office (Word, Excel, Outlook,PowerPoint) High levels of integrity and discernment Excellent organizational and time management skills Superior multi-tasking and follow-through abilities Team player Why Join Us? Our company believes that we are only as good as the people we employ. Join a company that values its employees and rewards them for a job well done! Our vision is to be the most successful
Sid Bradsher Finalist for Greenville Small Business Leader of the Year Award
As a proud supporter and the Board Chair of Heart for ENC, I am thrilled that our Executive Director, Sid Bradsher, was named as a finalist for Small Business Leader of the Year by the Greenville Pitt Chamber of Commerce! Sid’s positive impact throughout our community is worthy of recognition. He is seen here with his wife Bethany, son Ben, and several of our Board members. Congrats, Sid!
Recipe: Grilled Jalapeno & Lime Shrimp Skewers
This perfect summer grilling recipe cooks quickly and is very flavorful! Marinade 1 jalapeño, stemmed, seeded, and minced 3 tbsp olive oil 6 garlic cloves, minced 1 tsp grated lime zest 5 tbsp lime juice (3 limes) 1/2 tsp salt 1/2 tsp ground cumin 1/4 tsp cayenne pepper Shrimp 1/2 lb large shrimp, peeled & deveined 1/2 tsp sugar 1 tbsp minced fresh cilantro or parsley Directions Process marinade ingredients in food processor until finely ground, ~20 seconds. Reserve 2 tbsp for finishing cooked shrimp. Transfer remaining marinade to medium bowl. Add shrimp to bowl with marinade and toss to coat. Cover & refrigerate 30-60 minutes. Thread shrimp tightly onto skewers, alternating direction of each shrimp. Sprinkle 1 side of shrimp skewers with sugar. Heat grill until hot, with one cool side. Grill shrimp sugared side down over hot part of grill, uncovered, until lightly charred, 3-4 minutes. Flip skewers and move to cooler part of grill. Cover & cook until shrimp are pink, 1-2 minutes. Use tongs to slide shrimp off skewers into medium bowl. Add reserved marinade and cilantro or parsley and toss to coat. Serve and enjoy!
