Milestone Wealth Strategies

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6860 Dallas Pkwy
Plano, TX 75024
+1 (972) 378-5577
http://www.milestonews.com

Milestone Wealth Strategies is a registered investment advisory firm located in Plano, TX, specializing in portfolio management services for both registered investment advisors and individual investors. The firm employs a disciplined "Safety First" approach to investment decisions, focusing on capital preservation during down markets while capturing appreciation in up markets.

With over twenty years of investment management experience, Milestone Wealth Strategies utilizes proprietary technology, including their MAPS Management System, to monitor portfolios and implement risk management strategies. Their expertise encompasses a variety of holdings, including equities, ETFs, mutual funds, and bonds, allowing them to adapt to changing market conditions effectively.

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