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Services

Milestone Wealth Management is here to bridge the gap between where you are, and where you hope to be financially. Our advisors help  you to  accomplish this goal by providing financial services that instill discipline, and realistic expectations.

Utilizing state-of- the-art technology, combined with over 50 years of industry experience, Milestone Wealth Management offers a suite of services that encourage you to accomplish your dreams.

Individuals

Whether you are a single young professional, a middle-aged family man, or a woman approaching retirement, Milestone Wealth Management can partner with you to establish and implement effective financial solutions.

  • Financial Planning
  • Life and Long-term Care Insurance
  • Retirement Planning
  • Wealth Management
  • Estate Planning

Business Owners

As a business owner, you have a lot on your plate including professional obligations, family commitments and the ever-changing legislative landscape. Milestone Wealth Management provides financial services uniquely crafted to business owners like you - easing your burden and lightening your load.

  • Employee Retirement Planning
  • Employee Education

Public School Employees and Non-Profits

Uniquely qualified to assist employees with their 403(b) and pension plan investment options.

Your successful financial future is within reach. Reach out and grab it with the professional knowledge of Milestone Wealth Management.