Welcome to Momentum
Elite Wealth Management
Our Commitment
Tailored Wealth Solutions
At Momentum, we pride ourselves on offering an upper echelon private wealth experience. As fiduciaries, we are legally required to place our clients' needs ahead of our own, and we are committed to understanding what matters most to our clients. Operating with integrity, trust, transparency, and competence is something we’re passionate about. We strive to understand each client's unique goals, risk tolerance, and objectives. Our clients know what they own, why they own it, the investment objectives for their situation, our fees, and how our compensation is calculated. We thoroughly understand our clients' needs to provide actionable strategies that can be monetized. Our tailored investment strategies and holistic financial planning give our clients the confidence to navigate complex financial scenarios and maximize their wealth.
Our approach to private wealth management is multifaceted. We embrace an academic approach while articulating the complex simply. We identify areas within a client's portfolio or plan where we can add value and efficiency while mitigating factors that may impact wealth.
At Momentum, our clients drive our passion for helping institutions, families, organizations, and multi-generational wealth build and protect their assets. Our clients' needs are paramount.
We don't offer a one-size-fits-all portfolio. Instead, we deliver bespoke solutions that act as the driver behind what's important to you.
Investments and Portfolio Management
Income Tax Planning
Retirement Planning
Insurance and Risk Mitigation
Estate and Multi-Generational Wealth Planning
Business Succession Planning
Institutional Partnership and Business Concierge Services
Family Office Collaboration
Executive Compensation and Management
The Client Experience
Our approach is meticulously designed to align with your unique financial aspirations and risk tolerance. Beginning with an in-depth discovery phase, we delve into your financial resources, personal values, and historical perspectives on wealth, ensuring a holistic understanding of your objectives. Through rigorous analysis and the construction of bespoke strategies, we craft solutions that not only maximize success but also guarantee adherence across all market conditions.
Implementation sees your strategy brought to life, with seamless account management and collaboration with esteemed external professionals. Finally, our continuous monitoring ensures your investments remain within desired risk levels and performance benchmarks, adapting to life’s unpredictable changes.
At Momentum, our unwavering commitment is to provide unparalleled service and fiduciary responsibility, ensuring your wealth is both protected and optimized for generations to come.
Dimensions of Comprehensive Financial Planning
Discover & Analyze
- Delve into an investor's financial resources, objectives, and aspirations.
- Explore personal values and historical perspectives on wealth.
- Assess risk tolerance. Collect preliminary data.
- Evaluate the capacity of available resources to meet desired outcomes.
- Ensure alignment with clients' timelines.
Develop
- Construct and evaluate multiple potential strategies.
- Assess each strategy for the highest likelihood of success.
- Ensure the plan can be adhered to through various market conditions.
- Present the optimal solution to the investor for final approval.
Implement
- Open necessary investment accounts.
- Transfer and allocate assets according to the development phase's plan.
- Collaborate with external professionals, such as estate attorneys or tax advisors.
Monitor
- Ensure investments remain within acceptable risk levels.
- Maintain necessary levels of potential return.
- Make any needed adjustments to investments or management teams.
- Work with research partners for ongoing high-level maintenance.
Any reference to Tax or Legal:
The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
Insurance:
Several factors will affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Life insurance policies have expenses, including mortality and other charges. If a policy is surrendered prematurely, the policyholder also may pay surrender charges and have income tax implications. You should consider determining whether you are insurable before implementing a strategy involving life insurance. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
191 Waukegan Road, Ste 350
Northfield, IL 60093
We take a comprehensive, long-term approach to wealth management that helps our clients meet their immediate needs. We create bespoke, lasting solutions for all of life’s financial milestones.
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