Why Work With Us

Working with a wealth management consulting firm is one way to honor your past hard work, and help the future financial prosperity of you and your family. Milestone Wealth Management exists to provide exceptional services that will help you achieve both.

With over 50 years of combined industry experience, our team has knowledge in all areas of private wealth management and financial planning services. The financial world has changed dramatically over the past 30 years, and our team has been there to see our clients through some of the darkest days, and the worst markets. We are proud of our past, and eager to continue that same legacy well into the future.

Combining professionalism, experience, technology, and personal attention - Milestone Wealth Management is ready to help you take your financial life to the next level.