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.
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
Lawrence Behr was born in New Jersey to a Mexican father and a Hudson River Dutch mom, providing a culturally blended household. His dad was in management for Dupont, and a career move led them to Greenville when Lawrence was 8 years old. His mother was an artist, gaining her Master’s in Fine Arts at ECU and later serving on the faculty. In 1956, Lawrence’s father sent him to Cuba at 13 to further his education and improve his Spanish. He took a train to Miami, befriending the conductor and learning about the engine. Then, he flew alone on Eastern Airlines to Havana. Fidel Castro’s move to power cut his trip short, but while Lawrence was in Cuba, he met the commander of a Cuban Navy electronics group who schooled him for two weeks in all things radio. It was at this point where Lawrence got the “bug.” He returned to the US and immersed himself in the world of radio. At 14, he became the youngest person ever to hold the highest-level license the FCC offered for broadcast engineers. Lawrence’s first big break came at age 15 when ECU hired him to be the chief engineer at their FM radio station. While in high school, he audited college courses at ECU, including physics, science, and math. He also
Substantial numbers of affluent individuals and families want to use some of their wealth to support the causes and organizations they care about most.
Dave was proud to attend the dedication of the Joseph D. Babb, MD Distinguished Professorship at East Carolina University.