Betro | Mileszko & Company Launches Comprehensive Wealth Management Service Specializing in Fidelity and Vanguard Funds

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Focus on Vanguard and Fidelity will provide clients with low-cost investment solutions using top fund managers and index funds.

Betro | Mileszko & Company has launched a comprehensive wealth management service to meet the growing needs of affluent investors and aging baby boomers approaching retirement in the Boston area. The firm brings together more than 40 years of combined tax, business succession, estate and investment planning experience of its principals to serve as a central coordinator of clients' wealth management needs.

"What distinguishes Betro | Mileszko & Company from many of our competitors is our ability to coordinate solutions for all of the tax, estate, and investment planning needs of our clients under one roof while at the same time providing a level of service and attention that most larger firms are unable to provide," says Felix Betro, Managing Partner and CEO.

Betro, an attorney and CPA specializing in complex tax and estate planning matters, recognizes the need many wealthy individuals and families have for investment, tax, and retirement counseling which can't be served effectively without a complete understanding of a client's entire financial profile.

"We have considerable resources and expertise available to meet the increasingly complex needs of affluent individuals and families and can deliver services with a full understanding of how they impact each piece of the financial puzzle," said Betro.

In addition to providing tax, estate and business succession planning services through several affiliates, the firm also offers a fee-based investment management service that focuses on Vanguard and Fidelity funds. "Our goal is to provide clients with a low-cost portfolio management solution using two of the world's most respected mutual fund companies," said John Mileszko, Managing Partner and Chief Investment Officer. "I've been analyzing and investing in mutual funds for more than two decades and remain impressed with the fund offerings at Vanguard and Fidelity. Both companies have a number of funds that continue to exceed our expectations, and those are the funds that form the foundation of our portfolio strategies," said Mileszko. In addition, the firm will integrate stocks, bonds and other mutual funds into a client's portfolio strategy if it is beneficial from a tax or investment standpoint.

Mileszko also emphasized the growing need for independent advice for investors already investing with Fidelity and Vanguard. "There is $750 billion in 401(K) plan assets at Fidelity alone, and many of those plan participants need advice now and in the future when they retire. If a client has a 401(K) plan or trust account with Fidelity or Vanguard, we can manage those assets without any conflicts of interest and provide expert guidance using an ongoing research and investment process that is truly independent," said Mileszko.

Betro | Mileszko & Company has offices in Foxboro, Massachusetts but can serve clients in any state. For further information, please contact John Mileszko at (508) 698-4949 or visit

Disclaimer: This press release is for informational purposes only and does not constitute a full description of investment services or performance. It is not a solicitation or offer to sell securities or investment services. Any reference to performance should not be interpreted to state or imply past performance indicates future results. Betro | Mileszko & Company is a privately owned fee-based Registered Investment Advisor and is not affiliated with Fidelity Investments or the Vanguard Group.


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John Mileszko