Welcome to Momentum Private Wealth Management.
Momentum Private Wealth Management, or MPWM, is a fee-only investment advisory firm registered in and serving both Texas and California. Our primary focus is on wealth management, including both investment management and financial planning.
Plan.
No matter where you want to go in life, money will be an important part of it. Whether you want to retire at 55 and travel the country in an RV or leave an entire legacy behind for your children and grandchildren, Momentum Private Wealth Management can help you create the perfect plan. That plan serves as the roadmap to your future, and while you may hit a few bumps and traffic jams along the way, we stand by our clients’ sides as their navigators.
Invest.
Your investments will serve as the vehicle that carries you from where you are right now to where you want to be in the future. We help our clients better understand their investment opportunities so that we can work together to create a portfolio that suits their individual needs.
From learning your risk tolerance to understanding your asset preferences, we can help you turn your investment portfolio into a well-oiled machine that is trustworthy and dependable.
Live.
Once you’re comfortably seated in your vehicle with your roadmap in hand, there’s only one thing left to do - live your life. After all, your life shouldn’t be spent fussing over your finances or worrying about your wealth. Leave that to the professionals at Momentum Private Wealth Management. We will help you plan for the future and invest your assets so that you can live the life you dream of.
Industry Affiliations
About Momentum Private Wealth Management
Momentum Private Wealth Management, LLC is a fee-only Registered Investment Advisory (RIA). We are headquartered in Cedar Park, and we serve all of Texas and California, including the Greater Austin and San Francisco Bay areas, among others. We focus on helping people just like you identify their goals and plan for their financial futures through investment management and financial planning.
MPWM was founded upon the belief that you deserve a wealth management/financial planning partner who is both practical and transparent. There are no hidden fees, we do not operate on commission, and we will never try to upsell you a product. We provide an educational service designed to help you achieve your financial goals. Trust and integrity are our core values, and our clients are always the primary focus.
All of our business is conducted as a Fiduciary under the Fiduciary Rule defined by the CFP® Board’s
Code of Ethics.
Why?
"My goal is to help you prepare for and protect your financial future so you can protect what matters most to you. For me, my 'why' and what matters most is my family."
- Austin Hon, CFP®
Founder, Momentum Private Wealth Management
Ready to take the first step in your financial future?
Learn more about:
Plan. Invest. Live.
Our office serves the entire Austin Texas area, including:
Austin, Cedar Park, Georgetown, Leander, and Round Rock.
512-416-8085
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