Milestone Wealth Management & Insurance, LLC

Overview

Milestone Wealth Management & Insurance, LLC is an independent registered investment adviser operating as a limited liability company and focused on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing flexible arrangements across planning and investment mandates. Investment activity centers on equity exposure: the firm shows a clear preference for exchange-traded equities as the core allocation. Milestone is not positioned as a broad capital allocator; instead it manages client wealth directly and uses third-party managers where appropriate for specific alternative exposures. The firm does not market itself as an ESG investor and it operates without multi-state registration.

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Location & Offices