• Firm: Milestone Asset Management Group LLC
  • Job Title: Financial Planner and President
  • Location: Avon, CT

Experience

During Michael’s career, he has had the opportunity to structure very unique and complex solutions for high net worth investors. 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 a Billion dollars worth of client assets, specializing in management, retention, and development of High Net Worth Clients, who have at least $1million in investable assets.

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:

  • Board of Directors Avon Chamber of Commerce
  • Sargent at Arms & Board of Directors member, Avon-Canton Rotary International Club
  • Board of Directors Avon Dollars for Scholars

Michael resides in Avon, CT with his wife, Nelly, and their three beautiful 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.

Disclaimer: The posted information is for informational purposes only. This message does not constitute an offer to sell or a solicitation of an offer to buy any security. All opinions and estimates constitute Michael Mezheritskiy's judgment as of the date of the report and are subject to change without notice. Accordingly, no representation or warranty, expressed or otherwise, is made to, and no reliance should be placed on, the fairness, accuracy, completeness or timeliness of the information contained herein. Milestone Asset Management Group LLC is a registered investment advisor offering advisory services in the state of Connecticut and in other jurisdictions where exempted. 

Education

 Michael received his BS in Finance from Suffolk University.

Quote from Michael Mezheritskiy

“Michael Mezheritskiy is committed to helping people create strategies which will help them pursue their financial goals and objectives. He brings over 15 years of experience in the financial services industry to his clients.”