2015 MMRG Executive Committee Member
Milestone Wealth Management
Do you find yourself at a crossroads with your personal or company’s financial position? Like you, we take your wealth management goals seriously.
Are you someone who is looking for a trusted relationship with a financial professional; is seriousabout making smart decisions about your money; understands that there are no shortcuts to any place worth going; looks beyond your own wealth and desires to create wealth transfer strategies or gifting programs? We welcome the opportunity to evaluate your financial goals and objectives, your existing portfolio, and develop an action plan tailored to you.
Contact us for a complimentary consultation to discuss your personal or business financial goals. It’s your money—you owe it to yourself to see what it can do for you.
You set the milestone. We’ll help you reach it.
1345 Monroe Ave. NW v Grand Rapids, MI 49505
To request information on our Wealth Management Process click here, or contact Paul direct @ 616-890-7518.
Connect with this member by clicking on the email listed above!
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.