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 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…
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…
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…
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,…
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…
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…
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…
Financial planning is setting goals, choosing ways to achieve those goals, and making decisions about how to use resources to achieve them. It includes creating a budget, saving money, and…
Many financial professionals call themselves wealth managers these days. In some cases, this descriptor is right on the mark—it describes them accurately. For others, the use of the term is…
Phone: 252-756-7005
Toll Free: 877-706-7005
Fax: 252-756-7064
Address:
500 Red Banks Rd STE D, Greenville, NC 27858
Map & Directions
©2022 Capital Developers LLC dba Milestone Wealth.
