Who We Serve

Connecting With Our Customers

We understand that personal circumstances and shifting priorities can impact financial planning. That is why our planning and investment recommendations are flexible and realistic to serve your needs.


Individuals

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Accessible

We believe in being accessible to you when you need us, and that means more than us picking up the phone when you call

Attentive

We pay close attention to your concerns and communicate in a way that's transparent and easy to comprehend.

Families

Families

As your family grows, we’ll be with you. With an inclusive approach and relationship-first focus, Millstone River Wealth Management believes that connecting with clients on a personal level is the foundation of successful decision-making.

Businesses

If you're a business owner, it may be your single greatest asset. We'll help integrate your business into your personal financial plan.

Plan Consulting

We help you establish and manage your retirement plan to attract and retain talent and help them plan for a financially secure future.

Succession Planning

 As you near retirement, we can help you craft a customized plan for the succession of your business.


Nonprofits

Nonprofits

We believe that non-profits have specific financial considerations and needs. We work closely with non-profits to help them along every stage of the lifecycle. As you work to give back to your community, we want to help you manage your financial health wisely.

Self-Employed

Self-Employed

When you’re your own boss, it’s incumbent on you to manage the financial health of your household and your company. We can help you make the best decision for your business and your future. There are special requirements and concerns for self-employed people. We can help you make sense of it all.

Working and Accumulating

While you’re still in your working years, you’re accumulating wealth and working towards a healthy, prosperous, happy retirement. We want to help you build a future that allows you to live the lifestyle you desire.

Financial Planning

We can help you craft a cohesive financial strategy to remain financially independent and plan for retirement.

Investment Advice

We’ll work together to manage your wealth through a disciplined and diligent investment strategy.


Retirees

Retirees

After a lifetime of hard work, it’s finally time to enjoy the fruit of your labor. We'll work together to help create a secure retirement income to last a lifetime.

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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