Take Care of Heirs and Charities with a Charitable Remainder Trust
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 Hunt Attends Dedication of Professorship at ECU
Dave was proud to attend the dedication of the Joseph D. Babb, MD Distinguished Professorship at East Carolina University.
Client Recipes: Margo Babb’s Favorite Recipes
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.
Milestone Wealth Client Spotlight: Margo Babb
Having enjoyed Margo as a Milestone Wealth client for over 10 years, we’re happy she’s here!
Greenville NonProfit Spotlight: Awaken Coffee
Awaken Coffee is a nonprofit coffee shop in Greenville that employs over 30 special-needs people to promote inclusivity and equal opportunity.
Think Different: 6 Key Mindsets of the Highly Successful
Since we all have goals we want to achieve, it makes sense to examine the mindsets of the highly successful to see exactly how they think differently from the rest of the world.
Dave Hunt interview in Private Wealth magazine
In this Private Wealth magazine interview, Milestone Wealth Founder Dave Hunt shares his approach for helping business owners and their families turn complex financial decisions into simple conversations for greater influence.
Webinar Recording: Life Lessons from Heart Patients
Thanks to all who attended our excellent presentation by Dr. Sam Sears. He provided some valuable insights on reducing stress and improving your health, well-being, and longevity. If you didn't get a…
Business Owners: Should You Consider a Special Purpose Buy/Sell LLC
If you're a business owner, you must be prepared for eventual ownership transitions. 66% of current American businesses belong to Baby Boomers, the majority of whom will sell or transfer their…
Milestone Wealth Client Spotlight: Jack & Teri Bray
Milestone Wealth clients Jack & Teri Bray have been working with Dave for over 20 years. A work relocation brought them to Greenville in 2001, and they wanted a personal…
