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Milestone Wealth Management Overview
Type
Multi Family Office
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
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Calgary, MI, Canada
Portfolio & Notable Allocations
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