Milestone Wealth is pleased to announce the expansion of its financial planning and wealth management services with an additional emphasis on women investors; especially those going through a life transition such as job/career change, divorce, sale of a business, retirement or loss of a spouse or loved one. The firm has long specialized in providing financial services to medium and large-sized businesses, and is now excited to bring its expertise to a vastly underserved market.
Belinda Butler, recently designated as a CERTIFIED FINANCIAL PLANNER™ and moving into the role of Associate Wealth Manager, will help lead this effort. A member of the Milestone Wealth team since 2016, Belinda is perfectly suited to understand the needs of women investors and help them feel comfortable managing their financial lives, especially during and after times of significant change.
“We want to help women make the best use of the resources you have to benefit your life, your family and the community. ‘Wealth’ is not just the money you have, it is your ability to use money to achieve the kind of life you want. The female portion of the market has always been underserved, and we are passionate about delivering sound financial guidance and advice in order to serve as an important catalyst and trusted partner that empowers them to take control of their financial lives,” said Belinda Butler, CFP®.
“Belinda is a tremendous asset to the Milestone Wealth team,” said Dave Hunt, owner of Milestone Wealth. “She will do an excellent job of connecting with women throughout our community and offering them the same high level of financial services that business owners and families have come to trust us with as we manage their wealth and investments.”
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