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Michael Mezheritskiy | Financial Advisor

Profile img for Michael Mezheritskiy, financial advisor at Milestone Asset Management Group
Avon, CT
Michael Mezheritskiy
Financial Advisor
Milestone Asset Management Group

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Allow Me to Introduce Myself
Michael is committed to helping people create strategies, which will help them pursue their financial goals and objectives. He brings over 20 years of experience in the financial services industry to his clients. During Michael's career, he has had the opportunity to structure unique and complex solutions for his clients. Prior to founding Milestone Asset Management Group, Michael spent well over a decade working with High Net Worth Individuals and their families at Fidelity Investments. Michael was responsible for overseeing close to half a billion dollars worth of client assets, specializing in management, retention, and development of High Net Worth Clients, who have at least $1,000,000 in investable assets. Recently Michael completed his coursework for the Accredited Investment Fiduciary¨ designation from the University of Pittsburgh.Michael also co-founded Visionary Private Wealth Management Group in 2013, a very successful RIA and in 2016 Michael launched Milestone Asset Management Group LLC. Michael is a committed fiduciary to his clients. Active in the community, Michael serves as: President Avon Chamber of Commerce Past-President Avon-Canton Rotary Club Board of Directors Avon Dollars for Scholars Member of Education Committee Avon Chamber of Commerce Michael resides in Avon, CT with his wife, Nelly, and their four children. When he is not at work, Michael enjoys spending time with his family and training in the mixed martial arts, specifically the art of Brazilian Jiu-Jitsu.
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Specialties and Expertise

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Cash Flow Analysis
Tax Preparation
High Net Worth Planning
Ultra High Net Worth Planning
Tax Minimization Investment Strategies
Retirement Income

Credentials and Designations

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Series 66 - Uniform Combined State Law Exam

Education

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Suffolk UniversityFinance and Computer Information Systems MinorYear Obtained: 2000
Quick Facts About Michael
Years of Experience:24 yearsMember since:2022

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Financial Planning

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Avon, CT
Michael Mezheritskiy
Financial Advisor
Milestone Asset Management Group
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