Advisor Details

Advisor Details

Financial Advisor in Avon, CT

Personal Bio

Michael is committed to helping people create strategies, which will help them pursue their financial goals and objectives. He brings over 20 years of experience in the financial services industry to his clients. During Michael’s career, he has had the opportunity to structure unique and complex solutions for his clients. Prior to founding Milestone Asset Management Group, Michael spent well over a decade working with High Net Worth individuals and their families at Fidelity Investments. Michael was responsible for overseeing close to a half a Billion dollars worth of client assets, specializing in management, retention and development of High Net Worth Clients, who have at least $1,000,000 in investable assets. Recently Michael completed his coursework for the Accredited Investment Fiduciary® designation from the University of Pittsburgh. Michael also co-founded Visionary Private Wealth Management Group in 2013, a very successful RIA and in 2016 Michael launched Milestone Asset Management Group LLC. Michael is a committed fiduciary to his clients. Active in the community, Michael serves as: President Avon Chamber of Commerce Past-President Avon-Canton Rotary Club Board of Directors Avon Dollars for Scholars Member of Education Committee Avon Chamber of Commerce Michael resides in Avon, CT with his wife, Nelly and their four children. When he is not at work, Michael enjoys spending time with his family and training in the mixed martial arts, specifically the art of Brazilian Jiu Jitsu.

Firm Name

Milestone Asset Management Group

Firm Bio

Milestone Asset Management Group is a Fee-Only wealth management firm based in Avon CT & Milford CT, that offers Financial Planning and Wealth Management services with a focus on individuals who are either retired or with in 10 years from retirement and have a minimum of $250,000 in investable assets.

Firm SEC/CRD #

282896

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Advisor SEC/CRD #

4216984

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    Disclaimer

    Milestone Asset Management Group, LLC (“Milestone”) is a registered investment adviser offering advisory services in the State of Connecticut and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Contact:

302 West Main Street
Avon, CT 06001

michael@milestoneamg.com

(860) 259-4800

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