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
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!
Client Spotlight: David & Sydney Womack
The Womacks grew up in the same small town of Danville, Virginia. They were two years apart in school, but their families went to the same church. Sydney was dating one of David’s best friends, and while her boyfriend was away, she was invited to a party at David’s house. They never looked back and fortunately remain great friends with the old boyfriend. He even caught the garter at their wedding! David majored in English at the University of Virginia, and Sydney graduated from Carolina in Chapel Hill with a degree in education two years later. They married shortly after college and moved to Greenville in 1972. Sydney focused on family, eventually raising their two children, son Brad and daughter Kathryn. David’s dad was a serial entrepreneur who was involved in many business ventures, including electronics, computers, socks, newspapers, and more. But his core business was an electrical supply company, Womack Electrical Supply. When David and Sydney moved to Greenville, David’s father identified it as a good growth area to open the third branch of the company. They focused on excellent customer service and always doing the right thing, which led to exceptional growth. However, the big boost to the business was their strategy around logistics. They built a central warehouse and distribution center which allowed them to receive orders
Welcome to Logan Bjornson, Client Concierge
We are pleased to introduce you to our new Client Concierge, Logan Bjornson. “I am excited to be a part of the Milestone Wealth team as Client Concierge. In this role, I will use my organizational and communication skills to ensure you have an exceptional client experience at Milestone Wealth. Born and raised in the Charlotte area, I attended ECU as a Math major. After college, I served as the Director of Finance and Administration and Director of Events for Downtown Greenville. I met my fiance, Mac, while attending ECU, and he now works for the American Red Cross in Greenville. Outside of the office, you’ll often find me reading books or spending time with our Bernese Mountain Dog, Bruno.” As a highly organized person and a math whiz, Logan has already made a great addition to our staff. Welcome, Logan!
S&P Market Update & Recommendations
The S&P 500, the most commonly used benchmark for the markets, has hit a new high 30 times this year. Why is this? And what does this mean for individual investors like you? In this video, Dave shares his opinions and some opportunities to potentially take advantage of these market highs. Have questions about your portfolio or want to potentially take advantage of this opportunity? Please call us at 252-756-7005.
Client Recipe: Strawberry Pie
In our recent Client Spotlight featuring Alice Hunt, mother of Milestone Wealth founder Dave Hunt, we mentioned she has enjoyed baking and cooking throughout her life. One of her family’s favorites is her Strawberry Pie. It’s a light, refreshing dessert that’s perfect for summertime gatherings. Enjoy! Shortbread Crust 1 cup flour 1 tbsp sugar 6 tbsp butter 1. Mix with fork and press into pie plate 2. Bake at 400° for 8-10 minutes Pie 1 1/2 cups water 1 cup sugar 1/4 cup corn starch 1 package strawberry Jell-O 2 tsp lemon juice 1 qt strawberries, sliced 1. Combine water, sugar, and corn starch in saucepan (or in a microwave-safe bowl) 2. Cook until clear, stirring occasionally (~6 minutes in microwave, stirring after 3 minutes) 3. Stir in Jell-O mix and lemon juice 4. Cool slightly, then fold in strawberries 5. Pour mixture into pie crust and refrigerate until chilled 6. Serve with ice cream or whipped cream and enjoy!
