Our History

Chuck Riedesel founded Milestone Investment Management LLC (Milestone) in 2006.

Milestone offers you an environment where you can feel confident:

  • That you can expect prompt replies to your directions or inquiries
  • That your money is working toward your goals effectively
  • That your wishes and opinions will be respected
  • That your needs are taken into account
  • That your investments are recommended because they are best for you, not for some corporation
  • That you have access to unbiased research and information to help you make informed decisions

Milestone chose to partner with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the U.S. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.

 

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