Meet Our New Client Concierge

We are thrilled to introduce our new Client Concierge, Brittany Lauterbach. To meet Brittany and learn a little more about her family and background, please watch this brief video. Brittany…

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Announcing Our New Location

We have some very exciting news for you: we bought a building! We're proud to be investing in a new home for Milestone Wealth right here in Greenville, and renovation work…

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Preparing Heirs for Their Inheritance

Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries affluence can bring, inheritors often find that many of life’s…

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