Our Business Vision To maintain a practice that is fully focused on creating financial success for our clients, both personal and corporate. Because of this focus, our practice will continue to grow through the enhancement of our reputation built on trustworthy, consistent, and strong relationships. Our practice will continue to be flexible to help meet the ever-changing needs of our clients, while striving to bring stability to our clients’ income and portfolio needs.
Our Business Mission Statement To be the Certified Financial Planner™ practitioner of choice for those seeking stable income and financial confidence. To be an innovator and Accredited Investment Fiduciary (AIF®) of choice in corporate planning for business as the business owners seek to secure their legacy and provide their employees a dignified retirement. The people who work at Milestone Wealth Management not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Paul C. Spoelstra
Certified Financial Planner™ practitioner, Accredited Investment Fiduciary®
Paul C. Spoelstra and his associates began working in a one-room schoolhouse, built in 1872, in Saranac, Michigan. Renovated in 1996 to accommodate the growing practice, this schoolhouse is the perfect place for Milestone Wealth Management. The nostalgia is relaxing, comfortable, and, if you reach a little, a metaphor for what Milestone does: educate, focus on the long term, and set you up for the future.
Due to an expanding client base in West Michigan, Paul is now available by appointment in Grand Rapids. Although the schoolhouse stays in Saranac, the values and the environment it represents come to Grand Rapids. Paul’s devotion to education and commitment to long-term relationships mean he’s available for all your questions, big or small.
Like most successful business owners, Paul puts a huge emphasis on family. He loves to spend time with his wife, Lori, and their three children—Samuel, Maxwell, and Maggie. Paul enjoys scuba diving, biking, and running and holds a black belt in taekwondo.
Why a CFP®?
Financial Career, History, and Accomplishments
- 1994 – Joined large national firm as financial consultant
- 1996 – Member of Advanced Advisor Team
- 2000 – Earned the Certified Financial Planner™ certification
- 2003 – Joined Commonwealth Financial Network®
- 2005 – Crown Financial Ministries Small Group Leader
- 2005 – CE educator with College of Financial Planning
- 2010 – Changed name from Paul C. Spoelstra & Associates to Milestone Wealth Management
- 2010 – Earned the Accredited Investment Fiduciary® (AIF®) designation
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This communication strictly intended for individuals residing in the states of CO, CT, FL, MI, OH, PA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor.