What departments does Milestone Wealth Management have?

Milestone Wealth Management has employees across 2 departments including Marketing, Finance.

What is the largest department at Milestone Wealth Management?

The largest department at Milestone Wealth Management is Marketing with 1 employees.

Where are Milestone Wealth Management employees located globally?

Milestone Wealth Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Milestone Wealth Management's team size changed over time?

Milestone Wealth Management's team has remained stable from approximately 4 to 4 employees based on available data.

Learn more at LeadIQ.com

Milestone Wealth Management Employee Directory

Investment ManagementMichigan, United States0-1 Employees

Milestone Wealth Management operates in the investment management industry as a wealth management and retirement plan fiduciary service provider based in Grand Rapids, Michigan, with additional presence in Saranac. Founded in 1994, the firm serves clients in West Michigan and presents itself as a registered investment adviser offering securities and advisory services through Commonwealth Financial Network. The company’s client focus is on individuals and organizations seeking fiduciary guidance for wealth management and retirement planning, addressing needs related to comprehensive financial stewardship and retirement plan oversight within regulated states. A notable development from recent activity includes the launch of a year-end transaction quick list intended to help clients optimize their financial positions for the upcoming year.

Milestone Wealth Management Global Highlights

North America
10

United States Of America
10

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Milestone Wealth Management's Leadership

S. R.
President/Owner
Mobile Phone
Email
B. S.
Marketing Director
Mobile Phone
Email
J. K.
Wealth Manager
Mobile Phone
Email
T. B.
Staff Advisor
Mobile Phone
Email
B. T.
Financial Assistant
Mobile Phone
Email

Milestone Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Milestone Wealth Management

Name

Title

Contact Info

Location

Last Update

S. R.
President/Owner
Mobile Phone
Email
United StatesMinnesota
Apr 16, 2026
B. S.
Marketing Director
Mobile Phone
Email
United StatesMichigan
Nov 20, 2025
J. K.
Wealth Manager
Mobile Phone
Email
United StatesMichigan
Jan 29, 2026
T. B.
Staff Advisor
Mobile Phone
Email
United StatesMichigan
Nov 11, 2025
B. T.
Financial Assistant
Mobile Phone
Email
United StatesMichigan
Apr 07, 2023

Frequently Asked Questions

What is Milestone Wealth Management known for?

Milestone Wealth Management operates in the Investment Management industry. The company's main headquarters is located in 1345 Monroe Avenue Northwest Grand Rapids, Michigan 49505 United States; you can contact the main corporate office by phone at

+1-616-642-****

. Explore Milestone Wealth Management's company overview page for more information.

What is Milestone Wealth Management's most common email format?

Milestone Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Milestone Wealth Management email formats with LeadIQ.

How many employees does Milestone Wealth Management have currently?

Milestone Wealth Management has approximately 1 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Milestone Wealth Management's key employees and leadership?

As of December 2025, Milestone Wealth Management's key employees include:

President/Owner: S. R.
Marketing Director: B. S.
Wealth Manager: J. K.
Staff Advisor: T. B.
Financial Assistant: B. T.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Milestone Wealth Management Employee Directory

Find Milestone Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead