Join Our Team: Client Concierge Position
Are you self-motivated, hard-working, and enjoy wearing many hats? Our Client Concierge position is a key role that sets the professional tone for our company with our clients, future clients,…
Are you self-motivated, hard-working, and enjoy wearing many hats? Our Client Concierge position is a key role that sets the professional tone for our company with our clients, future clients,…
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…
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…
Every client spotlight is special, but this edition features none other than Dave’s mom, Alice Hunt. Born in Minneapolis in 1937, Alice enjoyed the cold winters as a child. She…
Do you know, really know, what your business is worth? There's a good chance that the answer is "no." These days, many entrepreneurs are so focused on running their companies…
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…
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.
Our most recent Client Spotlight featured Margo Babb, an amazing lady who shared some great stories about her family. As part of our conversation, she also shared two beloved family recipes.
Having enjoyed Margo as a Milestone Wealth client for over 10 years, we’re happy she’s here!