Milestone Wealth

Milestone Wealth


Financial Planning & Investment Services

About Us

The Advisors at Milestone Wealth use a comprehensive wealth planning process to develop a innovative and personalized financial plan that will provide the foundation for pursuing your goals. We’ll help share the burden of wealth management so you’ll have more time to enjoy more of life today, and we’ll provide you with a solid – yet flexible – financial plan so you can look toward the future with confidence.


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Dave Hunt, Wealth Manager
Belinda Butler, Relationship Manager