Momentum Private Wealth Management is an investment advisory firm operating on a fee-only basis. Registered in California and Texas, our investment management services include financial planning, wealth management, or a combination of both.

We believe that the process of financial planning is much like creating a roadmap. Before you can reach your destination, you first need to understand where you are right now and the routes you can take to get to the place you want to be. Momentum Private Wealth Management helps our clients create their maps every single day. Roadblocks and detours will inevitably crop up, but we have the knowledge, experience, and creativity to help you navigate around them and ultimately reach your destination.

You can’t reach your destination without a reliable vehicle, and that’s exactly where your investment portfolio comes in. When you choose the right holdings and keep them well maintained, there’s virtually nowhere you can’t go. Momentum Private Wealth Management helps our clients build and maintain their portfolios, and we pay very close attention to things like asset selection, asset location, risk tolerance, and more. Choosing your investment portfolio is a critical step in your financial future, and we can help you better understand all of the options available to you.

Our Mission Statement

"To build a practical, transparent and realistic Wealth Management firm that serves the needs of the community. Inspiring individuals and families alike to (PLAN) take charge of their financial future, (INVEST) assign their assets a purpose and realize (LIVE) their financial goals with enthusiasm and passion. We plan to do this via the art of Financial Planning."

What Sets Us Apart?

About Us

Momentum Private Wealth Management, LLC, also known as MPWM, is a fee-only Registered Investment Advisory (RIA) firm headquartered in Cedar Park and serving much of Texas, California, and other locations across the country. Our mission is to help people just like you set real and tangible financial goals through our Investment Management and Financial Planning services.

MPWM was built on a foundation of realistic, practical, and transparent wealth management and financial planning focused on the needs of the communities it serves. We don’t believe in hidden fees or commissions, and we never try to sell our clients additional products. We chose to become a fee-only fiduciary for one reason: to provide a service that educates our clients and helps them realize their visions of financial freedom. Our focus is always on you - our client.

Earning your trust is a very important step for MPWM. We conduct all business as a fiduciary under the Fiduciary Rule defined by the Code of Ethics set forth by the CFP® Board.

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