Put Your Imprint on Your Future.

As unique as your fingerprint, so are your financial choices.

You’re One in a Billion

At Millstone River Wealth Management, we firmly believe your financial plan should be unique to you.

Your lifestyle, goals, family situation, risk tolerance, and even your wildest dreams all give a distinct signature to your portfolio and vision for retirement. That’s why we’re passionate about forging deep, personal connections with you and your family. We invest in gaining a genuine understanding of your financial situation, so we’re empowered to guide you to make the best decisions for your future.

What’s Your Vision for Tomorrow?

Maybe you want to explore new opportunities, travel, spend time with the people you care about, or support the causes you’re passionate about. At Millstone River, if there is one thing we’ve learned from helping clients plan their futures, it’s that "one-size-fits-all" plans don't cut it.

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Services Customized to Your Life

We’re different here at Millstone River Wealth Management. We provide strategies that are as unique to you as your fingerprint. And just as your fingerprint will never change, we’ll never change our dedicated approach to supporting you every step of the way along your financial journey.

Our Process

Investment Advice

Guidance on the investments best suited to your goals.

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Our History

Financial Planning

A comprehensive plan so you can confidently pursue your dreams.

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Our Values

Retirement Income

Strategies to help you enjoy life on your terms.

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Our Resources

College Funding

The most effective methods to fund the education goals of your children and grandchildren.

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Serving a Range of Clients

For years we have successfully guided individuals, families, retirees, small businesses, non-profits, and professionals at varying stages of their financial journey.

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Real People Forming Real Connections

Real People Forming Real Connections

What distinguishes the Millstone River team is the meaningful connections we build with clients and our ability to tailor recommendations to your specific needs—it’s in our DNA. That’s because we believe a plan crafted with your individual circumstances in mind is more likely to succeed.

Meet Your Team

Create a Plan as Distinct as Your Dreams

Your fingerprint is detailed, uniquely special, and completely durable to last forever—much like the financial plan Millstone River Wealth Management will design for you.

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