Financial consultant in Foxborough, MA (show on map)
Betro | Mileszko & Company, established in 2007, offers comprehensive wealth management services including investment advice, financial planning, retirement income strategies, trust and estate planning, and business valuation. The firm operates as a fiduciary, providing personalized, low-cost investment solutions with a holistic approach.
Betro | Mileszko & Company, a Registered Investment Advisor with the SEC, was established in 2007 to serve the wealth management needs of individuals, families, and business owners through coordinated solutions tailored to financial goals. The firm operates as a fiduciary, placing client interests first, and offers services such as personalized wealth management, small business retirement plans, financial planning, retirement income strategies, trust and estate planning, and business valuation.
With a holistic approach, the firm coordinates investment, tax, estate, and retirement planning, maintaining a successful relationship with Charles Schwab & Company for custodial services. The investment philosophy emphasizes knowledge, discipline, and dedication to client needs, with a straightforward communication and reporting system including monthly statements and quarterly client reports. The firm’s principals collectively bring over 70 years of experience, providing independent and objective guidance free from conflicts of interest.
Fiduciary duty
Holistic approach integrating tax, estate, and retirement planning
Low-cost investment strategy
Independent and commission-free advisory
Services
Personalized Wealth Management
Tailored investment strategies considering financial goals, time horizon, and risk tolerance.
Holistic approachCoordination with tax, estate, and retirement planningLow-cost mutual and ETF funds
Small Business Retirement Plans
Designing retirement plans for small business owners.
Customized retirement solutionsIntegration with overall wealth management
Financial Planning
Comprehensive financial planning to meet individual and family needs.
Holistic financial strategyCoordination with investment and tax planning
Retirement Income Strategies
Strategies to generate income during retirement.
Income-focused portfolio designRisk management
Trust and Estate Planning
Planning for the transfer of wealth and assets.
Coordination with investment planningLegal expertise through affiliates
Business Valuation
Assessing the value of business assets for various purposes.
Expertise in business valuationIntegration with wealth management
Credentials & Certifications
Registered Investment Advisor Representative
Since 2007
Series 65 License
Since 2007
Attorney at Law
Since 2007
Frequently Asked Questions
What are the benefits of using an investment advisor? +
An investment advisor manages your investments professionally, providing expertise, personalized attention, and peace of mind, while relieving you of portfolio management burdens.
What are the benefits of working with Betro|Mileszko & Company? +
Clients benefit from an independent, trustworthy firm offering personalized, client-focused investment advice with a disciplined, low-cost strategy tailored to individual goals.
What is your investment process? +
The process includes identifying investment goals and risk tolerance, evaluating market conditions, determining asset allocation, allocating to funds, and monitoring/rebalancing periodically.
How do you charge for your services? +
Fees are based on assets under management, aligning interests with clients, and no commissions are received from invested companies.
What is your minimum account size? +
Although no stated minimum, services are most suitable for clients with $250,000 or more to invest.
How often will you communicate with me? +
Communication frequency is flexible, with periodic portfolio reviews and availability via phone and email.
Where will my accounts be held? +
Accounts are held directly with Charles Schwab & Company in your name.
What types of reports will I receive? +
Monthly statements from Charles Schwab, confirmation notices for portfolio changes, tax reporting, and quarterly client reports with market commentary.
