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milestone wealth

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milestone wealthgreenville, NC

Additional Information

Integrated Private Wealth guides business owners and their families through complex, high-stakes transitions related to the sale of their business. They provide wealth management and transition planning services combining technical expertise with leadership and counsel across pre-sale, transaction, and post-liquidity phases.

CFP®CBEC®AAMS®

Specializes in

Business owner transitionsLiquidity event planningHigh-stakes wealth transitionsMulti-generational wealth planningPost-transaction wealth stewardship

Services

Pre-sale planningEnterprise value assessmentDeal readiness evaluationTransaction execution supportTax minimization strategiesCapital deployment planningEstate and legacy planningWealth management

Additional information extracted from the firm's public website. Last updated: September 16, 2026

Contact Information

Phone: 252-756-7005

Website: http://milestonewealthusa.com

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Frequently Asked Questions

How much does a financial advisor cost in greenville?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.