Your Partner in
Financial Success

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Retirement mistakes business owners make Milestone Wealth Ebook


Wealth Management for Business Owners

At Milestone Wealth, we know business owners are the economic engine of our region and this country. We have assembled an all-star panel of financial and professional partners to assess your unique financial concerns and gaps. Then, using this expert team of specialists in law, accounting, insurance, and money management, we derive specific solutions to meet your short and long-term goals.

Our Mission

Empowering families to be faithful stewards of their finances to achieve their life goals and leave an enduring legacy.

Our Vision

To be the most successful independent wealth management practice in eastern North Carolina.

Core Values

1. Inspiring people to envision a fulfilling life.
2. Empowering people to pursue their life goals.
3. Reflecting God’s love and grace.


Identifying Gaps in Your Financial Plan

Our stress testing method along with our Second-Opinion Service 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 go and the critical gaps you have in your financial plan.

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

If not, we will deliver specific ideas 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.

Milestone Wealth Resources


The Wealth Management Formula


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.

Contact Us:

Milestone Wealth
205-D Plaza Drive
Greenville, NC 27858

Phone: 252-756-7005
Toll Free: 877-706-7005
Fax: 252-756-7064