Milestone Wealth Advisors Inc » Business

Lisa LaMarche and Michael Sicuranza formed Milestone Wealth Advisors to help clients take an important step in their journeys toward financial security. After decades of working in financial services, Lisa and Mike took their existing knowledge and best practices and enhanced them with a fresh outlook on managing client relationships. Their strategic alliance combines a similar business philosophy with key differences in backgrounds and experiences, offering clients superior, comprehensive wealth management.

“We place a higher value on client relationships than on specific financial products. Our independence allows us to focus on what is truly in our clients’ best interests and to create portfolios with the most appropriate tools available in the market.”

Using extensive analysis and sophisticated planning tools, Milestone advisors provide highly personalized service to each individual, family member, or business owner who steps through their doors.

Take a step in the direction of Milestone Wealth Advisors whether you are planning for investments, education, savings, property acquisition, retirement, or if you’d like a financial stress test on your current portfolio. An important strategy in complex times, a financial stress test evaluates how your current portfolio will perform in various economic scenarios, such as another 50% decline in the stock markets.

Founding partners Michael J. Sicuranza, CFP®, AEP® and Lisa M. LaMarche, CFP®, CPA offer clients an extensive career history in finance, planning, wealth creation and growth, and solutions for complex financial concerns.