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Plan. Invest. Live.

At Momentum Private Wealth Management, we believe that true financial success is more than just numbers—it’s about achieving the life you’ve always dreamed of living. Based in Central Texas, we proudly serve clients all across the U.S.

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Putting Your Best Interests Above All Else

At Momentum Private Wealth Management (MPWM), our services are built around one guiding principle: putting your best interests above all else. As a fee-only fiduciary firm based in Cedar Park, Texas, we offer financial planning, investment management, and retirement strategies with advice that’s driven solely by what benefits you most—without any products to sell or commissions to earn. This structure allows MPWM to provide transparent, unbiased guidance that aligns with your personal goals and financial well-being, giving you the confidence that every recommendation is designed to support your success.

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Financial Planning

Our financial planning services are designed to help you navigate life’s complexities and plan for a secure future. We take the time to understand your unique circumstances and create a personalized strategy that encompasses everything from retirement planning and tax strategies to legacy planning and more. As your financial partner, we ensure that your plan evolves with your needs, so you’re prepared for every stage of life. Whether you’re building wealth or preserving it, we’re here to help.

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Investment Management

At Momentum, our investment management strategies are tailored to align with your financial objectives and risk tolerance. We create diversified portfolios designed to balance growth opportunities and risk, helping you reach your goals with confidence. We consider factors such as your time horizon, liquidity needs, and tax implications to build a portfolio that suits your lifestyle. Our proactive approach means that we regularly review and adjust your investments to keep you on track as your life and market conditions change.

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Designing Solutions That Fit Your Goals

We understand that no two financial journeys are the same. That’s why we’re always open to starting a conversation, no matter where you are on your path or what your goals may be.

Planning for retirement while supporting your parents?

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Our comprehensive approach helps you balance multiple priorities, so you’re able to pursue your own goals while ensuring your loved ones are taken care of.

We can build a financial plan that includes budgeting for travel, managing healthcare costs, and ensuring your savings provide lasting security throughout early retirement.

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Want to retire at 55 and travel the world?

Want to start a business with your savings?

Our investment strategies focus on growing your assets and building a strong financial foundation, so you’ll have the flexibility and resources to launch your business when the time is right.

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It all starts with a conversation.

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