Milestone Wealth Management is a growing independent wealth management firm working with clients, families and business owners throughout the Burlington, NC area and across the country. We are a female owned firm with over 25 years of experience in the wealth management industry. We offer various services such as: risk management, investment management, lending & cash management, planning services, and charitable & estate planning.
 
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Milestone Wealth Management is not a registered broker/dealer 
and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Milestone Wealth Management NC

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