Milestone's Core Philosophy

We are a Wealth Advisory Team for a select group of successful Business Owners and Influential Families, who among other things, aspire to a work-optional lifestyle and to secure a family legacy. As their Complete Family Office (CFO), we’ve developed and refined a process that puts all the pieces of the financial puzzle together for them as their lives unfold and their needs evolve. We call it the S-Curve FORMula, which is the integration of their business and personal financial journey.

We never lose sight of what matters most to our clients; Family, Occupation, and Recreation. This is why our clients have entrusted us as stewards for their Money, helping them accomplish these three vital matters. It is why financial independence is important to them and to us. Through thought leadership, our process develops panoramic, intelligent wealth strategies designed to protect all they’ve built and bring them peace of mind.

Contact Us

Thank you for your inquiry. Your privacy is important to Milestone Wealth Management Ltd. No information will be released to any unrelated third party. Once the form has been submitted, a Milestone representative will contact you.

In our experience, those individuals/families that are a good fit for our firm’s services have the following characteristics:

· At least $500,000 of investable assets and/or a net-worth greater than $2M

· Wish to delegate their financial planning, investment management and tax planning requirements to a team of experienced wealth professionals

· Those who aspire to a work-optional lifestyle and to secure a family legacy

· Strive to develop a long-term working relationship with a trusted advisory team

· Comfortable communicating via email, phone and the internet.

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