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.

Contact Information

ST. JOSEPH
2610 Lakeshore Drive
St. Joseph, MI 49085

Tel. 269.985.0200
Fax. 269.985.0227
email: info@milestonewm.com

PLEASE SEND ALL MAIL TO THIS ADDRESS

SARANAC
4020 David Highway
Saranac, MI 48881

tel. 616.642.9595
fax. 616.613.6141

GRAND RAPIDS
1345 Monroe Avenue NW
Suite 323
Grand Rapids, MI 49505

PORTAGE
1624 West Centre Avenue
Portage, MI 49024

logo2 This communication strictly intended for individuals residing in the states of CO, FL, MI, OH, PA. 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.

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