We Deliver Personalized Financial Planning & Wealth Management for Your Family

When you work with Milestone Wealth, your family will soon be on a solid path to a more secure future. By empowering you to achieve your life goals and leave an enduring financial legacy, you’ll enjoy the peace of mind that comes from knowing you have a comprehensive wealth management and investing plan in place.


The Wealth Management Formula

When financial planning, retirement planning and investment planning are done properly and comprehensively, you can make informed decisions that help you thrive.

Preserving and growing your wealth is likely one of your top concerns. Like other affluent clients, you’ll enjoy our careful stewardship of your wealth through strong investment planning and recommendations.

Advanced planning proactively addresses these four primary financial concerns:

  • Wealth Enhancement: Mitigating taxes and cash flow planning.
  • Wealth Transfer: Taking care of your heirs and those important to you.
  • Wealth Preservation: Preserving your assets from being unjustly taken.
  • Charitable Giving: Maximizing charitable impact.

A major key to your financial success is having a team of all-star professional advisors working together with Milestone as your quarterback. Relationship management has two key parts:

  • Client Relationship: working with you collaboratively and consistently
  • Your Professionals: We work alongside your existing professionals as needed to coordinate the delivery of the best solutions.
  • Professional Team: Our expert team including specialized attorneys, CPAs and insurance advisors act as a “virtual office” on your behalf to deliver best-practice solutions and help you achieve your goals.

Wealth Management Process

client meeting wealth management process Milestone Wealth

We present a customized Investment Plan and our Investment Policy Statement (IPS).  Both documents address what is most important to your future success, your investment process

We present a customized Investment Plan and our Investment Policy Statement (IPS).  Both documents address what is most important to your future success, your investment process.

We have now answered two questions; can we help you and are we a good fit for each other.  We now clarify what the relationship will look like going forward and commit together to work to achieve all your important goals.

We begin the processing of organizing your financial paperwork and your financial life.  We also review the progress we have made on your investment plan.

We present and prioritize your Advanced Plan which has input from our Professional Expert Team in the four key areas; Wealth Enhancement, Wealth Transfer, Wealth Protection and Charitable Giving. In all future regular progress meetings we update and monitor the progress of your advanced plan.  

Ready to Explore a New Solid Financial Future? Schedule an Appointment.


Second Opinion Service

Our Second-Opinion Service and Stress Test analyzes your entire financial picture and provides fresh eyes on your wealth management plan; including wealth enhancement, wealth preservation, wealth transfer and charitable giving.

Through a two-meeting process, we’ll identify where you are today, where you want to be in your idea future and pinpoint the critical gaps in your financial plan.

We’ll evaluate whether your current advisors are effectively addressing your wealth management needs. If so, we will recommend you stay with them.

If not, we will deliver specific ideas with us or with another financial advising firm on better managing your money and plugging every gap in your plan. Either way, our goal is to point you in the direction of premier financial planning solutions for you to achieve your goals.

See Key Benefits of Our Second-Opinion Service