OUR CLIENTS

“There are no strangers here; only friends you haven’t yet met.”
-- William Butler Yeats

Many of our clients have reached the milestone of financial independence and are primarily living on the income generated from their wealth – wealth created through life savings, business success, severances, matrimonial settlements, insurance, inheritances or other means. At Milestone, we understand our clients’ needs are unique and we work to structure plans that address their individual needs and balance the elements of their financial lives.