Let’s position you to live as well in retirement as you have in your working years—to gracefully move from your earning years to spending years—without surrendering the lifestyle and activities you’ve enjoyed. Over the last 25 years, Milestone Wealth Management has helped over 300 individuals and families avoid blind spots and create a comprehensive, confident plan for retirement. Will you be next?
Take action to secure your financial future in three steps:
Let’s begin to discuss the financial questions weighing on your mind and the areas you’d like greater clarity. You’ll gain a better understanding of our unique approach to financial planning and we’ll set an official time to meet.
We’ll spend about an hour together getting to know your backstory and plans for the future. From there, our team will begin laying out a custom roadmap to help you reach the financial milestones important for you.
Confidently move forward.
Featured News & Blogs
Meet the Team Part 2 – Bobbie and Tasha
Meet our team! In Meet the Team Part 2, we want to introduce you to Bobbie, our Operations Director and Tasha, our Administrative Assistant.
Meet the Team Part 1 – Jaakko and Tyler
We love getting to know our clients! Learn more about the faces behind Milestone Wealth Management and “Meet the Team” in this post!
Why Hire a Financial Advisor? Cost Vs. Investment
Why hire a financial advisor? How can one help you in your financial situation, and what are the benefits? Let’s take a look!
2610 Lakeshore Drive
St. Joseph, MI 49085
1624 West Centre Avenue
Portage, MI 49024
104 West Main Street
Lowell, MI 49331
Phone Number & Email
Tel. 269.985.0200 or 616.642.9595
Fax. 269.985.0227 or 616.613.6141
Hours of Operation
Monday-Friday: 9AM – 4PM, meetings by appointment only.
We are closed on all federal holidays.