Dessy RazaOperations Manager, *Dessy Raza is part of our back-office support team via RIA Innovations

    As operations manager, Dessy’s main focus is project management, advisor onboarding experience, and projecting support throughout the firm. Dessy is registered as an Investment Advisor Representative, holds a Masters in Business Administration, a paralegal certificate in the State of Washington, and is a Professional Certified Marketer.

    *Dessy Raza is part of our back-office support team via RIA Innovations

    Welcome to Milestone Asset Management Group

    Milestone Asset Management Group is a Fee-Only wealth management firm headquartered in Avon CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families with $250,000 of investable assets.