Episode 31: Investment Management with Guest Aaron Milledge, CEO of Targeted Wealth Solutions
Description
Join our host, Peter McKenzie, and this week's guest, Aaron Milledge, the Founding Partner/Chief Compliance Officer of Targeted Wealth Solutions. Aaron is a former USAF fighter pilot who helped found an independent, fee-only wealth management firm in 2015. Along the way, he's helped clients navigate rental property acquisitions, ownership, and dispositions. His company focuses on rigorous financial planning to establish the roadmap for helping clients associate financial assets with defined outcomes and goals.
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Guest: Aaron Milledge of Targeted Wealth Solutions
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Production House: Flint Stone Media
Copyright of Peter McKenzie 2022.
United States
