Milestone Wealth, LLC (hereinafter “Milestone” or the “firm”) is a registered investment adviser based in Buffalo, NY. Milestone has been offering advisory services since 2013. CLB, LLC is the sole owner of the firm. Austin V Kelly is the Manager and Chief Compliance Officer of the firm and the sole owner of CLB, LLC. The following paragraphs describe our services and fees. Also, you may see the term Associated Person throughout this Brochure. As used in this Brochure, this term refers to anyone from our firm who provides investment advice to our clients. Where required, such persons are properly licensed or registered as investment adviser representatives. Portfolio Management Services Our firm offers continuous discretionary portfolio management services to our clients. Discretionary portfolio management means we will make investment decisions and place buy or sell orders in your account without contacting you. These decisions are made based upon your stated investment objectives. Our investment advice is tailored to meet our clients’ needs and investment objectives. If you decide to hire our firm to manage your portfolio, we will meet with you to gather your financial information, determine your goals, and decide how much risk you should take in your investments. The information we gather will help us implement an asset allocation strategy that will be specific to your goals, whether we are actively investing for you or simply providing you with advice. Milestone primarily uses exchange traded funds in its portfolio management programs. When suitable, we also recommend equity securities, warrants, corporate debt securities, municipal debt securities, certificates of deposit, municipal securities, mutual funds, and U.S. government securities. Generally, we require a minimum of $250,000 to open and maintain an advisory account. At our sole discretion, we may waive this requirement.

We monitor our clients’ portfolio performance on a continuous basis and rebalance the portfolio whenever necessary, as changes occur in market conditions, your financial circumstances, or both. We recommend that you review the statement(s) you receive from the qualified custodian. Please call our office number, located on the cover page of this brochure, if you have any questions about your statement. Recommendation of Sub Advisers As part of our overall portfolio management strategy, we may also recommend sub advisers to manage all or a portion of your account. All sub advisers recommended by our firm must either be registered as investment advisers or exempt from registration requirements. These sub advisers may specialize in private equity investments, private credit markets, hedge funds or other types of alternative investments. Factors that we take into consideration when making our recommendations include, but are not limited to, the following: the sub adviser’s performance, methods of analysis, fees, your financial needs, investment goals, risk tolerance, and investment objectives. Once a sub advisory account has been established, we will provide all administrative and clerical duties as may be required to service your account. The individual managing the portfolio may have little or no direct contact with you. Our responsibility to you will be to: (i) continuously evaluate the performance of your portfolio to ensure the sub adviser selected adheres to your asset allocation guidelines; (ii) make recommendations regarding the sub adviser as market factors and your personal goals dictate, (iii) assume discretionary authority to hire or fire the sub adviser where such action is deemed to be in the best interest of the client. Assets Under Management As of January 29, 2024, we manage approximately $102,863,692 on a discretionary basis and $0 on a non- discretionary basis.