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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.

Dave Hunt interview in Private Wealth magazine

  • Post published:September 25, 2023
  • Post category:Wealth Management

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.

Continue ReadingDave Hunt interview in Private Wealth magazine
Read more about the article Webinar Recording: Life Lessons from Heart Patients

Webinar Recording: Life Lessons from Heart Patients

  • Post published:September 18, 2023
  • Post category:Family Matters/Health & Wellness/Webinars

  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…

Continue ReadingWebinar Recording: Life Lessons from Heart Patients

Business Owners: Should You Consider a Special Purpose Buy/Sell LLC

  • Post published:July 26, 2023
  • Post category:Business Owners

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…

Continue ReadingBusiness Owners: Should You Consider a Special Purpose Buy/Sell LLC

Milestone Wealth Client Spotlight: Jack & Teri Bray

  • Post published:July 19, 2023
  • Post category:Client Spotlight

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…

Continue ReadingMilestone Wealth Client Spotlight: Jack & Teri Bray

What Are Your Biggest Financial Concerns?

  • Post published:May 15, 2023
  • Post category:Financial Planning/Wealth Management

It goes without saying that you play a crucial role in making the decisions that will determine whether you will achieve your financial dreams. That’s why it makes sense to…

Continue ReadingWhat Are Your Biggest Financial Concerns?

Non-Profit Spotlight: Heart for ENC

  • Post published:May 11, 2023
  • Post category:Charitable Giving/Greenville NC

Dave is proud to serve as Chair of the board of Heart for ENC, a group of community leaders that felt led by God to come alongside local nonprofit and…

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Read more about the article Milestone Client Spotlight: Greg & Laura Sweet

Milestone Client Spotlight: Greg & Laura Sweet

  • Post published:April 19, 2023
  • Post category:Client Spotlight

Greg and Laura Sweet family have been clients of Milestone Wealth for almost 8 years. They met many years ago during a prayer meeting at St Peter’s Church in Greenville,…

Continue ReadingMilestone Client Spotlight: Greg & Laura Sweet

When Financial Uncertainty Rears Its Ugly Head

  • Post published:March 31, 2023
  • Post category:Family Matters/Financial Planning

Major unexpected challenges can occur at any time. A sudden job loss, a terminal diagnosis or death, a lawsuit directed at you, or a disaster that wrecks your property may…

Continue ReadingWhen Financial Uncertainty Rears Its Ugly Head

Do You Need a Personal Umbrella Policy?

  • Post published:February 7, 2023
  • Post category:Financial Planning

One night, your son borrows your car to go out with friends. While speeding down a road, he loses control—killing one passenger and seriously injuring two others. What would happen…

Continue ReadingDo You Need a Personal Umbrella Policy?

Meet Robert Hough, Milestone Wealth Client Concierge

  • Post published:February 1, 2023
  • Post category:Company News

We are excited to welcome Robert Hough (last name pronounced "huff") to our financial planning team at Milestone Wealth. In this video, you'll learn more about Robert and his passion…

Continue ReadingMeet Robert Hough, Milestone Wealth Client Concierge
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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