Milestone Wealth Management
P.O. Box 25; 4020 David Highway
Saranac, MI 48881
616-642-9595
Fax 616-642-9505
Toll Free:866-642-9595
Email: paul@MilestoneWM.com
WEB: www.MilestoneWM.com
How have you been touched by the medical mile? Do you find yourself or your company in a new personal financial position?
Whether you are an individual, professional or corporation that has been impacted by the growth of the medical mile, we offer the customizable services that your planning needs demand.
Our firm advises individuals and companies (old and new) as they seek to find direction and understanding in their financial goals. Our exhaustive list of services and products for Private Wealth Management* begin with development of a written plan which is complete with a dashboard of goals. The continual development of our relationship is focused on that dashboard (your goals) and the achievement of them.
Contact Milestone Wealth Management for an initial confidential consultation to see how our independent services can help you continue your growth.
*Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, A Registered Investment Adviser
This communication is strictly intended for individuals residing in the States of: CO, FL, MI, NC, OH. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.


