Profile Preview — Altss
Milestone Wealth Management Overview
Type
Family Office - Multi
General Information
Milestone Wealth Management is a multi-family office headquartered in St. Joseph, United States. Founded in 2000, the firm grew out of an independent advisory practice and now serves business owners and multigenerational families with integrated financial planning, investment management, tax-aware strategies and succession advice. Its team of CFP professionals operates from offices across Michigan to coordinate portfolios, estate structures and retirement benefits—delivers disciplined, goals-based wealth stewardship.
Contact Information
Website:
Website:
https://milestonewealth.ca
Year Founded:
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Corporate Office:
Calgary, MI, Canada
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters