Milestone Investment Management | Wealth Management | Lodi, WI

Seeds of Success

You have financial milestones you want to reach. It could be building wealth, investing for your dreams, or enjoying a rewarding retirement. Here's the thing about financial goals, without a plan, they are just a wish. This is where Milestone Investment Management comes in. We’ll create a financial plan and manage your investment portfolio to help nurture growth and cultivate your wealth.


Pursuing Your Goals Together

At Milestone Investment Management, we focus on developing long-term relationships through a commitment to quality client service.

​See Our Story​ 

Confidently Move Forward

Together, we’ll take a collaborative look at your finances. We help you imagine your future, protect it from obstacles along the way, and invest to make that future possible.

We believe that with a proactive plan in place, you’ll be ready for all of life’s pivots — and have a team of financial professionals guiding you to make informed decisions every step of the way.

Meet Our Team​ 


Preparing for Life’s Transitions

Our Milestone name reflects our passion for supporting what is most important to you through major life events and times of transition. Whether it is making a career move, planning for retirement, simplifying your tax liabilities, or finding the best way to leave a legacy for loved ones, we can help you meet each of the milestones of life with confidence.