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is essential to grow and
protect your wealth over
the long run
The Milestone Group is a wealth management firm focused on providing customized investment management and financial advice to high net worth individuals. Our mission is to protect and prudently grow our clients' wealth.*
We appreciate your interest. If you wish to learn more about our services, click here to enter our website.


370 Seventeenth Street, Suite 3100
Denver, Colorado 80202
(303) 539-0100 Main


5956 Sherry Lane, Suite 700
Dallas, Texas 75225
(972) 813-1930 Main

801 Cherry Street, Suite 3325
Fort Worth, Texas 76102
(817) 302-4955 Main

6105 West Park Boulevard
Plano, Texas 75093
(972) 378-7328 Main