Investment Management

Milestone Wealth Management wealth advisors provide personalized guidance on how to implement traditional investment strategies as well as sophisticated alternatives designed to serve you now and in the future as your goals and objectives change over time.

Professional Asset Management

At Milestone Wealth Management, we are committed to helping you reach your investment goals. By working closely with the Raymond James Consulting Services Program, we remain committed to an investment philosophy that meets your needs and adapts to the ever-changing financial markets in real time.

Alternative Investments

Life is full of choices and so is investing. At Milestone Wealth Management, we consider all investment options as we seek to grow your wealth. Alternative investments are extensions to traditional asset classes that can help manage volatility, limit drawdowns, and enhance long-term, risk-adjusted returns.

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Research and Due Diligence

Our team works closely with the Asset Management Services team at Raymond James, which is dedicated to the research and evaluation of investment portfolio managers. It’s their job to ensure that we continue to meet our corporate standards of excellence, based on regular evaluations of our process, portfolio, philosophy, passion, and progress.

Tax-Managed Strategies

Tax efficient investing can minimize your tax burden, while maximizing your bottom line. This important strategy involves choosing the right investments and taxable versus tax-advantaged accounts to shelter those investments. We can help determine the best strategy for you.