Our Services


 

Chris Milton can help you plan for a financially independent tomorrow. With his help, you'll have the confidence and assurance you need to focus on your business and family - knowing that you have a comprehensive financial plan in place.

As leader of Milton Wealth Advisors and an Investment Advisor Representative of J.W. Cole Advisors, Inc., Chris can assemble a talented team, capable of helping you with every aspect of your financial planning. His comprehensive services include...

Investment planning
Using an array of financial products and services, Chris and his team can help build a wealth management plan designed to protect and grow your assets while helping to minimize the risk to your savings.

Retirement and estate planning
While you focus on the success of your business, Chris can help you plan your family's financial future. If appropriate, he may introduce you to tax-deferred investments designed to help you protect your assets, and create streams of income to last throughout your lifetime.

He also has the tools and resources to help create tax-efficient estate planning strategies designed to help you control who benefits from your financial legacy.

 
Business continuation
When you decide to let go of the reins, Chris will be right by your side, helping you craft tax-efficient buy/sell agreements and succession plans that help you gain the most financial reward from all your years of hard work and sacrifice.

Insurance strategies
Milton Wealth Advisors can help you plan to protect your family and business from unexpected events. They'll do a thorough assessment of your personal and business liability exposure, and develop risk management strategies that are designed to protect your family and business interests.