Milestone Asset Management Group is a Fee-Only registered investment advisor. We provide goals-based wealth management, including planning for retirement, education, legacy, and other life goals to individuals and small businesses. Whether you are currently in the industry and looking for a fresh start or interested in a career change – we would love to speak with you. Follow the link below to contact us today.
President, Financial Planner
Michael is committed to helping people create strategies, which will help them pursue their financial goals and objectives. He brings over 16 years of experience in the financial services industry to his clients. During Michael’s career, he has had the opportunity to structure unique and complex solutions for his clients. Prior to founding Milestone Asset Management Group, Michael spent well over a decade working with High Net Worth individuals and their families at Fidelity Investments. Michael was responsible for overseeing close to a half a Billion dollars worth of client assets, specializing in management, retention and development of High Net Worth Clients, who have at least $1,000,000 in investable assets. Recently Michael completed his course work for the Accredited Investment Fiduciary® designation from the University of Pittsburgh.
Michael also co-founded Visionary Private Wealth Management Group in 2013, a very successful RIA and in 2016 Michael launched Milestone Asset Management Group LLC. Michael is a committed fiduciary to his clients. Active in the community, Michael serves as:
Michael resides in Avon, CT with his wife, Nelly and their four children. When he is not at work, Michael enjoys spending time with his family and training in the mixed martial arts, specifically the art of Brazilian Jiu Jitsu.
Life & Health
Stephen has over 50 years of experience in the Insurance Business. He enjoys playing tennis, boating, hiking and landscape design and has gone on several off-road motorcycle trips to Mexico, Nevada, and Utah. Stephen has been involved with the South Park Inn for 29 years, and have been a board member for 25 years. During his free time, you can find Stephen in Stonington working at his new house and maybe some boating.
*Stephen King is not affiliated with Milestone Asset Management Group LLC
Senior Compliance Consultant (Financial Planners Assistance)
Jim joined Financial Planners Assistance in 2013. He started his compliance career at Raymond James & Associates in their Asset Management Services division where he worked as a Compliance Advisor to their SMA Wrap Programs and earned his Series 7, 24, and 66 licenses. More recently, he served as the Senior Compliance Manager for Roosevelt Investments, a $5 Billion Registered Investment Adviser whose activities include serving as Adviser to multiple mutual funds, Sub-Adviser on wire house Wrap and UMA Programs, institutional research publication, and quantitative, fundamental, and hedged investment strategies. Jim has served as an expert panelist and has been featured in IA Weekly.
Jim earned a BA in Political Science, with a minor in Economics, from the University of South Florida and an MBA from the University of Phoenix.
*Jim Cullen is not affiliated with Milestone Asset Management Group LLC