Partners & Wealth Advisors

Momentum Wealth takes a comprehensive long-term approach to meet immediate needs while taking a long view to wealth creation, retirement planning, college expenses, estate planning and all the other financial milestones life presents. With dexterity and enthusiasm, Momentum develops bespoke wealth management services to transform financial dreams into financial plans within reach. With the professionalism and expertise of Wall Street firms and none of the bureaucracy and conflicted loyalties, the Momentum Wealth Team provides exceptional financial management rigor and acumen with a personal touch.