Integral to wealth creation is acknowledging that there is what you can do to build your wealth, there’s what the markets can do for you and there is what a financial planner can do for you.

Having wealth can allow you to do anything you want with your time, however managing wealth can dominate every waking minute of your time! So at Momentum, we focus on your wealth management, so that you can enjoy your time.

Managing personal wealth is an art and a science unlike any other. To be effective, we believe it requires collaboration with you and a disciplined process.

After partnering with you to craft your strategy, we’ll handle the time-consuming work that enables you to bring this plan to life.

We seamlessly integrate investments, taxes, estate and charitable planning, banking, cash management, and other considerations unique to your family.