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Financial Planning and Wealth Management Resources

Learn more about financial planning and investment advice from the experts at Milestone Wealth Management.
Read more about the article Client Recipe: Strawberry Pie

Client Recipe: Strawberry Pie

  • Post published:May 22, 2024
  • Post category:Client Spotlight

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…

Continue ReadingClient Recipe: Strawberry Pie
Read more about the article Client Spotlight: Alice Hunt

Client Spotlight: Alice Hunt

  • Post published:May 10, 2024
  • Post category:Client Spotlight

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…

Continue ReadingClient Spotlight: Alice Hunt
Read more about the article Valuing Your Business: An Entrepreneurial Best Practice

Valuing Your Business: An Entrepreneurial Best Practice

  • Post published:May 3, 2024
  • Post category:Business Owners

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…

Continue ReadingValuing Your Business: An Entrepreneurial Best Practice
Read more about the article Milestone Client Spotlight: Lawrence Behr
Behr and daughter Jennifer celebrate LBA Group’s 60th anniversary

Milestone Client Spotlight: Lawrence Behr

  • Post published:February 26, 2024
  • Post category:Client Spotlight

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…

Continue ReadingMilestone Client Spotlight: Lawrence Behr

Take Care of Heirs and Charities with a Charitable Remainder Trust

  • Post published:February 15, 2024
  • Post category:Uncategorized

Substantial numbers of affluent individuals and families want to use some of their wealth to support the causes and organizations they care about most.

Continue ReadingTake Care of Heirs and Charities with a Charitable Remainder Trust

Dave Hunt Attends Dedication of Professorship at ECU

  • Post published:February 1, 2024
  • Post category:Community

Dave was proud to attend the dedication of the Joseph D. Babb, MD Distinguished Professorship at East Carolina University.

Continue ReadingDave Hunt Attends Dedication of Professorship at ECU

Client Recipes: Margo Babb’s Favorite Recipes

  • Post published:January 17, 2024
  • Post category:Client Spotlight

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.

Continue ReadingClient Recipes: Margo Babb’s Favorite Recipes

Milestone Wealth Client Spotlight: Margo Babb

  • Post published:December 13, 2023
  • Post category:Client Spotlight

Having enjoyed Margo as a Milestone Wealth client for over 10 years, we’re happy she’s here!

Continue ReadingMilestone Wealth Client Spotlight: Margo Babb

Greenville NonProfit Spotlight: Awaken Coffee

  • Post published:December 4, 2023
  • Post category:Community/Greenville NC

Awaken Coffee is a nonprofit coffee shop in Greenville that employs over 30 special-needs people to promote inclusivity and equal opportunity.

Continue ReadingGreenville NonProfit Spotlight: Awaken Coffee

Think Different: 6 Key Mindsets of the Highly Successful

  • Post published:November 2, 2023
  • Post category:Health & Wellness

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.

Continue ReadingThink Different: 6 Key Mindsets of the Highly Successful
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  • Our Team
  • True Influence Formula
    • Business Owners
    • Women In Transition
    • Retirement Planning
  • Financial Planning Resources
  • Contact Us
  • Client Access
  • Home
  • Our Team
  • True Influence Formula
    • Business Owners
    • Women In Transition
    • Retirement Planning
  • Financial Planning Resources
  • Contact Us
  • Client Access
  • Home
  • Our Team
  • True Influence Formula
    • Business Owners
    • Women In Transition
    • Retirement Planning
  • Financial Planning Resources
  • Contact Us
  • Client Access
  • Home