Business Details
10 Years
experience
Trusted Financial Advisers for Retirement Planning
Milestone Asset Management Group is a fiduciary financial advisory firm dedicated to providing personalized retirement planning solutions. Founded in 2016 by Michael Mezheritskiy, we specialize in tax-smart strategies for retirees and pre-retirees with $1 million+ in assets. Our fee-only approach ensures recommendations align solely with client interests, offering comprehensive services including investment management, estate planning, and Social Security optimization.With offices in Connecticut and New York, our boutique team coordinates CPAs, attorneys, and planners to deliver holistic financial roadmaps tailored to individual needs. We maintain SEC registration and hold no product affiliations, prioritizing transparency through quarterly reviews and proactive market adjustments.
Services
Retirement Planning
Tax Planning
Investment Management
Estate Planning
Social Security Optimization
Pension Maximization
Flat-Fee Planning
Details
- Year established: 2016
Highlights and features
- We are SEC-registered fiduciaries acting solely in client interests
- Fee-only compensation ensures unbiased financial recommendations
- Boutique service custom-tailoring plans to individual circumstances
- Coordinate CPAs, attorneys, and planners under one roof
- Quarterly reviews maintain plan relevance through market changes
Associations and certifications
- SEC Registered Investment Adviser
Services
Retirement Planning
Create personalized retirement strategies through comprehensive assessments of financial goals and market conditions. Our process includes quarterly reviews to maintain plan relevance. Designed for clients with $1 million+ assets seeking tax-efficient income solutions.
Tax Planning
Develop annual tax mitigation strategies leveraging CPAs and legal experts. Focus on minimizing lifetime tax burdens through Roth conversions and coordinated estate planning. Available as standalone or integrated service component.
Investment Management
Implement risk-mitigated portfolios based on Nobel Prize-winning research principles. Utilize proprietary risk/reward allocation models to create stable income streams. Includes ongoing market monitoring and quarterly performance reviews.
Estate Planning
Coordinate legal documentation including wills, trusts, and power of attorney arrangements. Provide comprehensive asset distribution strategies through integrated legal and financial professional networks. Available as standalone or integrated service.
Social Security Timing
Analyze health, income needs, and spousal benefits to determine optimal collection timelines. Provide data-driven recommendations for maximizing lifetime Social Security income. Includes scenario modeling for various retirement ages.
People
Michael Mezheritskiy
President/Financial Planner
Founder of Milestone with 10+ years of wealth management experience. Holds SEC-registered investment adviser credentials. Specializes in retirement tax strategies and has received Six Star Wealth Manager awards.
Rich LoPresti
Financial Planner, CFP CWS
Certified Financial Planner with expertise in retirement income strategies. Coordinates multi-disciplinary teams to implement comprehensive financial solutions for high-net-worth clients.
Adam Kalender
Financial Planner, CFP
Specializes in pension maximization strategies and Social Security optimization. Provides data-driven recommendations through detailed scenario analysis for pre-retirees.
Danielle Barbato
CFP Financial Planner
Focuses on estate planning coordination and wealth transfer strategies. Manages client relationships through quarterly reviews and market-driven portfolio adjustments.
Shari Shenkman
Lead Tax Preparer & Planner
CPA specializing in retirement tax planning. Develops annual tax mitigation strategies and coordinates with legal professionals for comprehensive estate tax solutions.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including tax optimization, investment management, estate planning, Social Security timing, and pension maximization strategies tailored to individual financial situations.
Are you legally required to act in my best interest?
Yes, as SEC-registered fiduciaries we have a legal obligation to prioritize client interests above all other considerations in our financial recommendations.
How do you charge for your services?
We operate on a fee-only basis with no product commissions or hidden fees. Compensation details are fully transparent and disclosed in our Form ADV.
Do you work with clients outside Connecticut?
Yes, we serve clients nationwide through virtual meetings and coordinate with local professionals in multiple states including New York and Florida.
What asset minimums do you require?
We specialize in serving clients with $1 million or more in accumulated assets, ensuring comprehensive planning for complex financial situations.
How often do you review financial plans?
We conduct quarterly reviews and market updates, with additional meetings available as needed for significant life changes or market events.
Reviews (6)
Sarath Damodar
Aug 05, 2021
Report
I consider Mike as an advisor extraordinaire; who goes above and beyond to create financial strategies to help his clients. He brings a wealth of experience and is always on the lookout for emerging opportunities to grow the client's portfolio. I have only known him for a while but his qualities are second to none. Not that you'll need him often, but he's readily available for a financial conversation. Based on my experience with Mike, I've no hesitation in recommending him as a fiduciary.
Bob Schackner
Aug 03, 2021
Report
I knew Mike professionally before I engaged him to help me with my finances. We worked together in the same office but I was not one of his clients at the time. One day I asked if he had some time as I needed some financial advice. It turned into an hour-long conversation and I knew Mike was exactly the person I needed to help guide me with my personal finances. Since that time, Mike has helped me continue to achieve my financial goals. As I get closer to retirement, he has given my wife and me options I never considered.
Mike is extremely knowledgable, energetic, patient and very personable
Mike is extremely knowledgable, energetic, patient and very personable
Gena Hamilton
Jul 29, 2021
Report
A couple of years ago, I decided to launch my own digital agency business. I grappled with retirement, what retirement looked like for me, and decided that I did not want to retire at 64. At the time, I was 55 years old with some retirement. I decided to invest in myself and closed my 401K. Yes, it's risky, but I believed in myself. I wanted to build a viable digital agency supporting customers who needed help with digital advertising demystifying digital and how to leverage digital advertising and data to reach their customers that's what I wanted to do. I spent 26+ years working and building
Joyce Morin
Jul 03, 2021
Report
I met Michael in 2019 after attending one of their financial seminars. I had attended quite a few, and I was very impressed with the level of professionalism and knowledge. I met with Michael several more times over the next few months and was very comfortable moving my retirement accounts to Milestone.. it has been great, Michael is very accessible, extremely knowledgeable and always takes time to explain our strategies. So glad I attended that seminar in 2019! I would highly recommend Milestone Asset Management.
John Maschi
Jul 03, 2021
Report
When we first met Mike for a review of our investments, we were impressed with his unique approach to personal investing. Investing is fairly complex but he broke it down into a simple to understand philosophy that made a great deal of sense. Mike tailored an investment plan to our specific risk tolerance that has done us well. His attention to detail, constant oversight and contact with us is over the top. And his memory for numbers continues to amaze me. Count us among his many satisfied clients.
Bill Hall
Jun 27, 2021
Report
I have known Michael for over ten years. We first met when he was at Fidelity and my retirement account was there. His advise was extremely helpful for me during the market downturn of 2008. He left there to start his own business and I left a few years later looking for more personalized attention to my portfolio. I found Michael again at Milestone Asset Mgt. about five years ago and he has managed my money ever since. His attention to my individualized portfolio and our one on one meetings quarterly are just the kind of service I was looking for. I highly recommend him as an individual and as
