Milestone Wealth Strategies

Overview

Milestone Wealth Strategies LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on advising individuals and families and positions itself as a capital allocator that selects third‑party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars and workshops. Compensation is primarily a percentage of assets under management with additional hourly billing available. Milestone does not identify as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives