About Milestone Wealth Strategies

At Milestone Wealth Strategies investment decisions are based on a simple and disciplined “Safety-First” approach. We take a proactive approach to capture appreciation in up markets & preserve capital in down markets. Our expertise in Point & Figure charting partnered with our own MAPS technology enables us to produce tactical portfolios that have performed well over the past five years. We have over twenty years of investment management experience and have maintained a reputation of integrity.


Risk Management

Our managers monitor client portfolios on a daily basis to implement our proprietary risk management program. When technical indicators show evidence of position movement, our portfolio managers make calculated decisions in terms of adding or removing a position to/from the portfolios. We may select a variety of holdings in equities, ETFs, ETNs, mutual funds, taxable corporate & government bonds, and CDs as well as implement a variety of strategies including options.


The MAPS Management System

A proprietary technical program developed in-house to recognize changes in trends of global indices, equities, ETF’s, and fixed income areas.

All portfolio positions are technically monitored throughout the day.

Upon adding a new position to the portfolios, a price alert of seven percent (7%) below our initial entry point is entered into our system. Each Friday, after the market closes an adjustable trailing stop alert is entered on each holding if the holding increases in value. If a holding declines in value, the initial price alerts remain in place.
(This is not a sell order, only an alert)

“MAPS” allows us to seek the relative strength in the markets within small, mid, large cap, domestic/international equities/ETF’s, bonds, along with commodity and foreign currency ETF’s and ETN’s. At times, we can have high cash ratios and/or short market indices. MAPS is not limited to one strategy like many other management systems.


Contact Us

For more information please call (972) 378.5577,
email us at info@milestonews.com
or visit us online at milestonews.com.
6860 N. Dallas Parkway Suite 200 • Plano , TX 75024



Please note that nothing in this website should be construed as an offer to sell or the solicitation of an offer to purchase an interest in any security or separate account managed or advised by Milestone Wealth Strategies. Nothing in this website is intended to be, and you should not consider anything in this website to be, investment, accounting, tax or legal advice. If you would like investment, accounting, tax or legal advice, you should consult with your own financial advisors, accountants, or attorneys regarding your individual circumstances and needs.

This website is for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice. Although this material is based upon information that Milestone Wealth Strategies considers reliable and endeavors to keep current, Milestone Wealth Strategies does not assure that this material is accurate, current or complete, and it should not be relied upon as such. Any opinions expressed on this website may change as subsequent conditions vary. Past performance is no guarantee of future results.