Mylestone Plans provides comprehensive wealth management services to the leadership and employees of our institutional clientele. Our standards of integrity, expertise and commitment are identical across our institutional and private-client service platforms.
We’re proud to serve clients who are committed to important missions in our community. At Mylestone, we are grounded in commitment as well: the commitment to help you achieve financial success.
At Mylestone, we understand how dynamic and unpredictable our clients’ lives—not to mention the economy and markets—can be. That’s why we regularly evaluate and update your plan to reflect changing situations and goals. In short, we approach planning as an ongoing process, one that is as fluid as real life. Our comprehensive planning and advisory services include:
Mylestone’s customized investment portfolios are neatly aligned with clients’ financial plans. From asset allocation to investment selection to performance analysis, we employ a disciplined approach that is grounded in research from award-winning academicians.
We understand that sustainable income is the key to a confident retirement. Using our sophisticated modeling capabilities and broad array of investment solutions, we build portfolios that help to ensure a comfortable income stream throughout our clients’ retirement.
Estate planning is critical to ensuring that your property and health care wishes are honored, and that loved ones are provided for. It can help spare grieving loved ones from paying unnecessary taxes, incurring extensive legal expenses and having to deal with difficult decisions. Proper planning can also ensure that intergenerational wealth is preserved and deployed according to your wishes.
Unanticipated events can pose the biggest single risk to your financial security. We provide objective evaluation of your life, disability and long-term care coverage and make recommendations as appropriate.