Insights

Niche Market Focus Milestone Wealth Management specializes in serving residents of multiple states including Colorado, Connecticut, Florida, Michigan, Ohio, Pennsylvania, and Wisconsin, indicating targeted regional operations within the investment management industry.

Growth Potential With annual revenues ranging from 1 million to 10 million and a lean team of just 0-1 employees, there is significant scope for expansion and hiring to enhance client services and operational capacity.

Technology Usage The company's website leverages modern tools like WordPress, Google Analytics, and SEO plugins, suggesting openness to digital marketing strategies and technology-driven client engagement enhancements.

Recent Service Offerings In early 2021, Milestone launched a year-end transaction quick list, signaling proactive client engagement and opportunities to promote additional financial planning and advisory services.

Competitive Positioning Operating in a market alongside similar firms with moderate revenues, Milestone can leverage its regional expertise and tailored services to differentiate and attract more affluent clients seeking personalized wealth management solutions.

Similar companies to Milestone Wealth Management

Milestone Wealth Management Tech Stack

Milestone Wealth Management uses 8 technology products and services including WordPress, Google Fonts API, Backbone.js, and more. Explore Milestone Wealth Management's tech stack below.

WordPress
Content Management System
Google Fonts API
Font Scripts
Backbone.js
Javascript Frameworks
Flywheel
Platform As A Service
PHP
Programming Languages
Yoast SEO
Search Engines
YouTube
Video Players
Google Analytics
Web Analytics

Media & News

Milestone Wealth Management launched quick list of year-end transactions on Jan 1st '21.
Milestone Wealth Management has compiled a quick list of year-end transactions to make sure you get the most out of your financial situation before 2021.
Nov 03, 2020 | milestonewm.com

Milestone Wealth Management's Email Address Formats

Milestone Wealth Management uses at least 1 format(s):

Milestone Wealth Management Email Formats	Example	Percentage
First@milestonewm.com	John@milestonewm.com	46%
First.Last@milestonewm.com	John.Doe@milestonewm.com	4%
First@milestonewm.com	John@milestonewm.com	46%
First.Last@milestonewm.com	John.Doe@milestonewm.com	4%

Frequently Asked Questions

What is Milestone Wealth Management's phone number?

You can contact Milestone Wealth Management's main corporate office by phone at

+1-616-642-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Milestone Wealth Management's official website and social media links?

Milestone Wealth Management's official website is milestonewm.com and has social profiles on LinkedIn.

What is Milestone Wealth Management's NAICS code?

Milestone Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Milestone Wealth Management have currently?

As of December 2025, Milestone Wealth Management has approximately 1 employees across 1 continents, including North America. Key team members include President/Owner: S. R.Marketing Director: B. S.Staff Advisor: T. B.. Explore Milestone Wealth Management's employee directory with LeadIQ.

What industry does Milestone Wealth Management belong to?

Milestone Wealth Management operates in the Investment Management industry.

What technology does Milestone Wealth Management use?

Milestone Wealth Management's tech stack includes WordPressGoogle Fonts APIBackbone.jsFlywheelPHPYoast SEOYouTubeGoogle Analytics.

What is Milestone Wealth Management's email format?

Milestone Wealth Management's email format typically follows the pattern of First@milestonewm.com. Find more Milestone Wealth Management email formats with LeadIQ.

Milestone Wealth Management

Q: How many employees does Milestone Wealth Management have currently?

Milestone Wealth Management has approximately 1 employees.

Q: What technology does Milestone Wealth Management use?

Milestone Wealth Management's tech stack includes YouTube, Twemoji, Backbone.js, Flywheel, jQuery.

Investment ManagementMichigan, United States0-1 Employees

Milestone Wealth Management 1345 Monroe Ave NW; Grand Rapids, MI 49505 4020 David Highway; Saranac, MI 48881 616-642-9595 We are a wealth management and retirement plan fiduciary, serving West Michigan since 1994. Securities and Advisory Services provided by Commonwealth Financial Network; Member www.finra.org/www.sipc.org; A Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of CO,CT,FL,MI,OH,PA,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.