We are financial guides dedicated to
serving business owners and professionals.
Reach Your Milestone
We are Milestone Wealth Management: a financial practice dedicated to your milestones. Our clients are business owners and professionals who desire a more personal touch when it comes to their money management. We provide that with independent advice that fits your individual goals. We work with you, face-to-face, to figure out what you want and how you can get there. Our team is committed to creating financial success for each of our clients. You set the milestone. We’ll help you reach it.
1345 Monroe Avenue NW
Grand Rapids, MI 49505
1624 West Centre Avenue
Portage, MI 49024
This communication strictly intended for individuals residing in the states of AL, CA, CO, FL, IN, MI, NC, NY, OH, PA, SC, TX. 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.