Disclosure

Marketing Disclosure

Momentum Wealth Management is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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Website Disclosure

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Momentum Wealth Management is a registered investment adviser located in Illinois in the Greater Chicago Area. Momentum Wealth Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Momentum Wealth Management’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Momentum Wealth Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Momentum Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Momentum Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Momentum Wealth Management, please contact the state securities regulators for those states in which Momentum Wealth Management maintains a registration filing. A copy of Momentum Wealth Management’s current written disclosure statement discussing Momentum Wealth Management’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Momentum Wealth Management upon written request. Momentum Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Momentum Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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Social Media

Social networks connect people via online communities such as Facebook, LinkedIn, Twitter, and others. As with other technology, social networks have proper and improper uses. This policy is designed to help firm employees who use social networking understand what is recommended and required of them.

This policy is directed at and applies to all social networking sites currently in use, as well as any future such sites that may develop during the existence of MTM Wealth. This policy also covers any other chat rooms, blogs, video sites (e.g., YouTube) or online bulletin boards in which MTM Wealth employees may be involved.

MTM Wealth permits the usage of social media websites by its advisers and/or supervised persons for business purposes on the following outlets: Facebook, Twitter (X), Instagram, YouTube, LinkedIn.

It has adopted the following policies and procedures concerning this usage:

 Ø  Social media site usage is considered correspondence and/or advertising by MTM Wealth;

Ø  Supervised persons are required to notify the CCO of their intention to utilize social media sites prior to usage;

Ø  Usage and posting to these sites must be monitored and approved by the firm’s CCO; and

Ø  MTM Wealth’s books and records policies on correspondence and advertising require that, as correspondence and/or advertising, social media usage and posts must be retained and archived.

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Supervised persons of MTM Wealth using social media for personal purposes should follow the following procedures:

Ø  Notify the CCO of the social media outlets being used;

Ø  Follow MTM Wealth’s guidelines for personal use of Social Media in reference to any mention of MTM Wealth:

o   Limit any reference to MTM Wealth to title, location, contact information, and/or years of service;

o   Do not hold themselves out as representing MTM Wealth views in any way;

o   Do not post or otherwise comment regarding MTM Wealth business, clients, employees, policies or any other potentially confidential information;

o   Do not “chat” or otherwise communicate with clients or potential clients regarding any actual or potential investment advice; and

o   Prepare any posts or communications with care and professionalism and ensure they are appropriate in tone and content.

In addition, all staff members should never disclose personal information on any social media website that could allow a third party to gain access to MTM Wealth’s systems and passwords used for work equipment should not be drawn from any publicly posted information.

MTM Wealth will periodically monitor the internet, and specifically, social networking sites, for references to the firm by employees. All business-related posts or communications are subject to review and retention by MTM Wealth. Any violations of this policy will be handled accordingly.]

This policy will continue to evolve as new technologies and tools become available and as regulatory requirements change. Where no policy or guidance exists, or if uncertain, MTM Wealth employees should consult with their supervisor in order to avoid any potential violation.

Every supervised person should acknowledge and sign off on his or her reading and understanding of these policies.

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Professional Designations

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 Representatives of MTM Wealth may use professional designations if they refer to specific accredited certifications that would also be accepted by the Texas State Securities Board (TSSB) pursuant to section 116.16 - Use of Senior-Specific Certifications and Professional Designations.

 Allowed designations may be used in the representative’s Form ADV Part 2B, on his or her business cards, and/or on approved advertisements that have been reviewed and approved by MTM Wealth’s CCO. Specifically, MTM Wealth will allow the use of the following certifications by its representatives: CFA, CFP, PFS, CIC and ChFC.

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The following policies govern the use of these designations:

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Ø  Representatives desiring to use professional designations must request approval by the CCO prior to the use of any designation;

Ø  The CCO will be responsible for approving any designation requested to be used by a representative of MTM Wealth;

Ø  If a requested designation is not on MTM Wealth’s approved list, then it must meet the requirements of TSSB section 116.16; and

Ø  The CCO will review the certification to ensure it meets the requirement of TSSB section 116.16.

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Facebook

Momentum Wealth Management is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Momentum Wealth Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Momentum Wealth Management unless a client service agreement is in place.

“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. 

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

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LinkedIn

Momentum Wealth Management is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Momentum Wealth Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.

As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.

Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Momentum Wealth Management does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Insurance products and services are offered and sold through approved insurance companies and individually licensed and appointed insurance agents.