Our Philosophy

Just as momentum in physics is the product of an object's mass and velocity, our financial strategies combine the weight of comprehensive financial planning with the speed of timely, informed decisions. We aim to keep your financial momentum moving forward, ensuring stability and growth over time.

Why Choose Us?

Our Momentum Approach

The Role of Momentum Wealth Management

At Momentum, we act as the inertia or the catalyst behind your portfolio, transforming it into a powerful engine for maximizing your goals and objectives. Our team, led by your advisor, assists you with:

Financial Health Assessment: Identifying gaps, risks, and opportunities.

Coordination of Life Goals: Aligning financial strategies with life events such as college tuition, weddings, travel, a new baby, or retirement.

Investment Strategies: Creating short-term and long-term investment strategies for asset allocation.

Risk Tolerance Alignment: Maintaining alignment between strategy and risk tolerance, priorities, and goals.

Financial Education: Providing information and perspectives on life transitions planning, retirement planning, and estate planning.

Tax Planning: Developing strategies to retain as much personal wealth as possible.

Business Planning: Ensuring responsible growth objectives, adequate insurance coverage, cash-flow management, business succession strategies, and alignment of personal and professional goals.

Momentum Wealth Management: Where your financial future is always in motion.

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.

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‍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.

Investments and Portfolio Management

Financial Planning

Alternative Solutions

Insurance & Risk Management

Estate & Multi-Generational Wealth Planning

Tax Consulting

Business Succession Planning

Executive Compensation & Management

Charitable & Philanthropic Gifting

Philosophy

Our Team

Our Philosophy

Just as momentum in physics is the product of an object's mass and velocity, our financial strategies combine the weight of comprehensive financial planning with the speed of timely, informed decisions. We aim to keep your financial momentum moving forward, ensuring stability and growth over time.

Why Choose Us?

Our Momentum Approach

The Role of Momentum Wealth Management

At Momentum, we act as the inertia or the catalyst behind your portfolio, transforming it into a powerful engine for maximizing your goals and objectives. Our team, led by your advisor, assists you with:

Financial Health Assessment: Identifying gaps, risks, and opportunities.

Coordination of Life Goals: Aligning financial strategies with life events such as college tuition, weddings, travel, a new baby, or retirement.

Investment Strategies: Creating short-term and long-term investment strategies for asset allocation.

Risk Tolerance Alignment: Maintaining alignment between strategy and risk tolerance, priorities, and goals.

Financial Education: Providing information and perspectives on life transitions planning, retirement planning, and estate planning.

Tax Planning: Developing strategies to retain as much personal wealth as possible.

Business Planning: Ensuring responsible growth objectives, adequate insurance coverage, cash-flow management, business succession strategies, and alignment of personal and professional goals.

Momentum Wealth Management: Where your financial future is always in motion.

Our Philosophy

Just as momentum in physics is the product of an object's mass and velocity, our financial strategies combine the weight of comprehensive financial planning with the speed of timely, informed decisions. We aim to keep your financial momentum moving forward, ensuring stability and growth over time.

Why Choose Us?

Expertise

Customized Strategies

Transparency

Our Momentum Approach

Assessment

Strategy Development

Implementation

Review & Adjust

The Role of Momentum Wealth Management

At Momentum, we act as the inertia or the catalyst behind your portfolio, transforming it into a powerful engine for maximizing your goals and objectives. Our team, led by your advisor, assists you with:

Financial Health Assessment: Identifying gaps, risks, and opportunities.

Coordination of Life Goals: Aligning financial strategies with life events such as college tuition, weddings, travel, a new baby, or retirement.

Investment Strategies: Creating short-term and long-term investment strategies for asset allocation.

Risk Tolerance Alignment: Maintaining alignment between strategy and risk tolerance, priorities, and goals.

Financial Education: Providing information and perspectives on life transitions planning, retirement planning, and estate planning.

Tax Planning: Developing strategies to retain as much personal wealth as possible.

Business Planning: Ensuring responsible growth objectives, adequate insurance coverage, cash-flow management, business succession strategies, and alignment of personal and professional goals.

Momentum Wealth Management: Where your financial future is always in motion.

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