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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.

Find Milestone Wealth Management employees' phone numbers or email addresses

Milestone Wealth Management Global Highlights

Location
Employees

North America
12

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  • United States Of America
    11
  • Canada
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Milestone Wealth Management's Leadership

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

Milestone Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Milestone Wealth Management

Name
Title
Contact
Location
Last Update
  • President/Owner at Milestone Wealth Management
    S. R.
    President/Owner
    Mobile Phone
    United States, Minnesota
    Apr 16, 2026
  • Marketing Director at Milestone Wealth Management
    B. S.
    Marketing Director
    Mobile Phone
    United States, Michigan
    Nov 20, 2025
  • Wealth Manager at Milestone Wealth Management
    J. K.
    Wealth Manager
    Mobile Phone
    United States, Michigan
    Jan 29, 2026
  • Staff Advisor at Milestone Wealth Management
    T. B.
    Staff Advisor
    Mobile Phone
    United States, Michigan
    Nov 11, 2025
  • Financial Assistant at Milestone Wealth Management
    B. T.
    Financial Assistant
    Mobile Phone
    United States, Michigan
    Apr 07, 2023

Frequently Asked Questions

What is Milestone Wealth Management known for?

Minus sign iconPlus sign iconMilestone Wealth Management operates in the Investment Management industry. You can contact Milestone Wealth Management's 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?

Minus sign iconPlus sign iconMilestone Wealth Management employees' email format typically follows the pattern of First@milestonewm.com. 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?

Minus sign iconPlus sign iconMilestone Wealth Management has approximately 1 employees as of July 2026. These team members are located across 2 continents, including North America and Europe.

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

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As of July 2026, 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.

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