At Milestone Wealth, we know business owners are the economic engine of our region and this country. We have assembled an all-star panel of financial and professional partners to assess your unique financial concerns and gaps. Then, using this expert team of specialists in law, accounting, insurance, and money management, we derive specific solutions to meet your short and long-term goals.
Empowering families to be faithful stewards of their finances to achieve their life goals and leave an enduring legacy. To be the most successful independent wealth management practice in eastern North Carolina.
Empowering families to be faithful stewards of their finances to achieve their life goals and leave an enduring legacy. To be the most successful independent wealth management practice in eastern North Carolina.
Services
Our Team
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Empowering families to be faithful stewards of their finances to achieve their life goals and leave an enduring legacy. To be the most successful independent wealth management practice in eastern North Carolina. Since 1988 I have been helping business owners and families achieve all the things important in their financial life by serving as their key advisor.
Our Approach
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When you work with Milestone Wealth, your family will soon be on a solid path to a more secure future. By empowering you to achieve your life goals and leave an enduring financial legacy, you'll enjoy the peace of mind that comes from knowing you have a comprehensive wealth management and investing plan in place.
Business Owners
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Want to attain and enjoy a certain lifestyle while maintaining, growing and eventually exiting the business you built? When you partner with Milestone Wealth, we embrace best practices in managing every element of your financial plan to carefully guide you on your journey towards retirement. We prudently incorporate personal planning into your business planning conversations.
Women In Transition
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When life throws you a curve-ball, we know it can be difficult to focus your attention towards finances and figuring out what to do next. Dealing with accounts and finances after the loss of a loved one can be an overwhelming change for many women who are not used to handling their family's finances, so being prepared and developing a financial plan is the best thing you can do for yourself and your family.
Retirement Planning
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We pride ourselves in our ability to thoroughly help our clients with every aspect of their transition into retirement. Want to plan for the future while maintaining your current lifestyle? When you partner with Milestone Wealth, we embrace best practices in managing every element of your financial plan to carefully guide you on your journey towards retirement.
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