Successful past. Confident future.

You only get one shot at retirement.
We’ll help you get it right.

Successful Past. 
Confident Future

At Milestone Wealth Management, we know you want to feel confident in every aspect of your financial life. For that, you’ll need to have the proper plan in place and be certain you’re headed in the right direction. It’s exciting to think about retirement, but it can also feel uncertain as the stakes are high. Listen. You only get one shot at retirement. We’ll help you get it right.

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:


Contact Us

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.


Visit Us.

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.

With a proactive, effective plan in place, you’ll be ready for all of life’s pivots —and have a team of financial professionals guiding you to make wise and informed decisions every step of the way.

Our Services

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Contact Information

Our Offices

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.