Wealth Management

When wealth grows, so does the complexity of its management. Whether you’re building on your existing wealth, protecting your family’s financial security, or thinking about your legacy to the next generation, Milestone Financial Consultants offers a complete array of wealth management services, products and solutions to meet your needs.

Our Approach

wealth management approach

Understanding your situation
Since every client situation is unique, we begin by learning about you, your family and your financial complexities. We will look at all aspects of your current financial situation existing assets and resources, your risk tolerance, return objectives, goals, liquidity needs, time horizon and other factors. What we learn from you will form the foundation for our future analysis and recommendations.

Strategic asset allocation
We develop a customized asset allocation mix that considers risk, opportunities and taxation. This asset allocation becomes the basis for a long-term strategy formalized in your investment policy.

Tactical asset allocation
We keep constant tabs on the markets in order to take advantage of short-term and medium-term opportunities, giving due consideration to taxation and costs involved.

Portfolio construction
Once we clearly understand your financial objectives and establish your risk/return profile, we develop a customized Investment Each component (mutual funds, stocks, bonds, ETF's, Commodities) is comprehensively researched and evaluated for fit in your portfolio.

Portfolio implementation
After we thoroughly review your plan with you we will ask for your approval to implement the investment strategies recommended. Specific investment decisions on a product level are deployed.

Portfolio monitoring & review
We regularly analyze and review your portfolio and situation to ensure your financial objectives are being met in light of your changing needs.