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Investment & Wealth Management
Betro | Mileszko & Company
Portfolio guidance, planning, and investment oversight.
New England Wealth Management · Foxboro, Massachusetts
Investment strategy, coordinated with tax and estate planning.
Three disciplines. One coordinated strategy.
SEC-Registered Investment Adviser · Fiduciary
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Investment & Wealth Management
Investment strategy
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Tax, Accounting & Valuation
Tax insight
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Trust and Estates
Trust and estate planning guidance
Coordinated aroundyour family's full financial picture
Betro | Mileszko & Company
SEC-Registered Investment Advisor · CRD #145184 · Fiduciary
Betro & Company, P.C.
AICPA · Mass. Society of CPAs · NACVA
Law Offices of Felix S. Betro
Trust and Estates · Legal & consulting services
Shared
Foxboro, Massachusetts · Advisory tradition since 1958
Our Integrated Approach
Three disciplines. One coordinated strategy.
In many cases, there is little or no communication between a family's investment, tax and estate planning professionals. This lack of coordination can result in costly mistakes that could have been avoided with proper guidance.
As a client of Betro | Mileszko & Company, you have access to investment, tax and estate planning professionals through three closely affiliated companies who can work together on your behalf…all under one roof.
Each affiliated firm is a separate legal entity. Services may be engaged individually or in coordination under separate agreements.
How Coordination Works
Your disciplines, kept in the same conversation.
Most people's advisor, accountant, and estate attorney never speak to one another. Our affiliated firms can coordinate when needed, so investment strategy is shaped by a fuller tax and estate picture.
They remain separate, affiliated practices, each its own firm. Clients may engage one, two, or all three under separate agreements.
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Tax, Accounting & Valuation
Betro & Company, P.C.
Tax planning, accounting insight, and business valuation expertise.
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Trust and Estates
Law Offices of Felix S. Betro
Legal structure, legacy planning, and estate-related guidance.
The firms remain separate. Clients may engage services individually or in coordination.
Our integrated approachWhat We Coordinate
Services shaped by three coordinated disciplines.
Led by investment strategy and available in coordination. Clients may engage one service or several, across three affiliated but separate practices. Retirement planning is a service area informed by these three disciplines, not a fourth.
Wealth Management & Investments
Disciplined, independent portfolio management grounded in market and economic analysis.
Learn moreTax Planning & Accounting
Proactive tax planning, preparation, and advisory coordinated with your investment decisions.
Learn moreTrust and Estates
Trust and estate planning aligned with your portfolio and tax strategy when coordination is appropriate.
Learn moreRetirement Planning
Retirement income and small-business plan strategies, coordinated across every discipline.
Learn moreGrounded in an independent, low-cost philosophy.
How we think about investing — disciplined, research-driven, and committed to your interests first — shapes every decision we make.
Partner-Led Professionals
You work directly with a partner throughout the relationship.
Not a call center, not a rotating team. You work directly with the partner responsible for your strategy — supported by the affiliated professionals who serve your plan.
John Mileszko
Chief Investment Officer
John leads the investment firm — Betro | Mileszko & Company — bringing decades of experience and an objective, independent approach to every relationship.
Meet our partners
Felix Betro
Esq., CPA, CVA
Tax · Trust and Estates · Valuation
Felix anchors the affiliated tax and estate practices, carrying forward a New England advisory tradition established in 1958.
Meet our partnersAdvisory roots since 1958
A New England advisory practice, decades in the making.
Betro & Company, P.C. was founded in 1958. The Law Offices of Felix S. Betro was established in 2002. In 2007, Betro | Mileszko & Company was added as a Registered Investment Advisor — coordinating investment care with the affiliated tax and legal practices.
Explore our heritage
1958Betro & Company, P.C.
2002Law Offices of Felix S. Betro
2007Betro | Mileszko & Company
The Client Experience
Steady, personal, and built around you.
From the first conversation onward, you work with people who know your situation. When it is useful, the affiliated firms coordinate on your behalf — engaged by you, under separate agreements.
What to expectCommon Questions
Clear answers, before the conversation.
- Are the three firms one company?
- Do I have to use all three firms?
- How do you charge for your services?
- Where are you located?
Partner-led guidance
Begin a conversation with our partners.
A coordinated relationship begins with a conversation — not a pitch. We welcome the opportunity to understand what matters to you and your family.
30 Mechanic Street, Suite 3 · Foxboro, MA 02035
(508) 698-4949