ABOUT MILESTONE
Our Process
We strive to offer the best financial solutions to all of our clients by consistently enhancing the client experience. We start by discussing your goals and then compare them to your current portfolio. We use proven investment strategies designed to meet your risk tolerance to stand up against market volatility. You can count on fiduciary-based unbiased recommendations and impartial guidance based directly on your needs and goals.
Building Strong Futures
We are driven to be a trusted advisor to companies and individuals through diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. Our goal is to offer the best financial solutions to all of our clients by consistently enhancing the client experience. We use proven investment strategies designed to meet our client's risk tolerance and hedge against market volatility.
About Founder and President Ken D. Bolton
For over 35 years Mr. Bolton has been helping businesses with their employee retirement plans, educating their employees on financial wellness. In addition, he has assisted high net worth individuals plan for the retirement they want.
CONTACT US
Send us a message, we look forward to talking to you about your personal or business financial goals and needs. We will get back to you within 24 hours to schedule a complimentary consultation.
MILESTONE PRIVATE WEALTH MANAGEMENT
Hours:
Monday - Friday: 6:30am PST- 1:00pm PST
Appointment times: 10:00am PST or 2:00pm PST
Saturday: Closed
Sunday: Closed
Advisory services offered through CS Planning Corp, an SEC registered investment advisor firm. Form CRS Privacy Policy, and Additional Disclosures.