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Milestone Wealth Management is an independent financial services firm that utilizes a variety of investment and insurance products. Investment Advisory Services are offered through Portsmouth-Smart Life Financial Group LLC, a SEC Registered Investment Advisor. SEC# 801-119231.
Investment Advisory Services offered through Fiscal Wisdom Wealth Management, LLC, an SEC-registered investment adviser, doing business as Milestone Wealth Management. Portsmouth Financial Services, Fiscal Wisdom Wealth Management, and Milestone Wealth Management are not affiliated entities. This website is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.