Non-Profit Spotlight: Heart for ENC
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…
Milestone Client Spotlight: Greg & Laura Sweet
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,…
When Financial Uncertainty Rears Its Ugly Head
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…
Do You Need a Personal Umbrella Policy?
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…
Meet Robert Hough, Milestone Wealth Client Concierge
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…
The Benefits of Hiring a Financial Planner
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…
When Is an Advisor an Elite Wealth Manager?
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…
A Silver Lining to Higher Inflation
While no one wants to see higher inflation, there have been some recent beneficial developments as a result of the inflation we've experienced. In this brief video, Dave explains how…
What Perks Will Wealth Management Services Provide to You?
If you are looking for ways to improve your financial situation, you may be considering wealth management services. These services can provide a number of benefits that can help you…
Six Keys to Optimizing Your Health, Longevity and Well-Being
It’s pretty safe to say that everyone wants to experience optimal health. It’s also pretty safe to say that most of us know the steps we should be taking to…
