Milestone Wealth Management
Milestone Wealth Management is a multi-family office headquartered in St. Joseph, United States.
Milestone Wealth Management
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.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Calgary
Corporate office
—
Frequently asked questions
What is Milestone Wealth Management?
Milestone Wealth Management is a multi family office headquartered in Calgary.
Where is Milestone Wealth Management headquartered?
Milestone Wealth Management is headquartered in Calgary, in the North America region.
What does Altss track for Milestone Wealth Management?
Altss maintains an OSINT-verified profile of Milestone Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Milestone Wealth Management's website?
Milestone Wealth Management's public website is milestonewealth.ca. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Milestone Wealth Management?
Milestone Wealth Management is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Milestone Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Milestone Wealth Management?
Milestone Wealth Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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