Milestone Asset Management Group
Milestone Asset Management Group is a Fee-Only wealth management firm with a combined 40 years of financial experience, based in Avon, with an office in Milford, CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families. At Milestone Asset Management Group, we believe that at the root of every goal lays a comprehensive financial plan that must be monitored and adjusted along the way. Financial planning, pulls all your finances together, organizing them and making management easier and more effective. The more you understand and better manage your wealth, the more likely you are to achieve your goals and dreams. We use a client-centric process, focused on pursuing specific milestones we create together. Our Comprehensive planning process is designed to help identify your needs, implement your strategy and monitor it regularly allowing you to stay on course.
Rich received a Bachelor of Science degree in Finance from Pace University in 2000 and M.B.A. degree from AIU in 2005. He holds Certified Financial Planner™ (CFP®) and Certified Wealth Strategist (CWS®) designations. He is eager to put his long commute to the City behind him to work with individuals, families and small businesses within the local community to educate and support them in reaching their personal financial targets.