FINANCIAL PLANNING

When most people think of financial planning, they tend to focus on retirement and what they will do once their lifelong income streams have come to a close. Here at Momentum Private Wealth Management, we think of financial planning as a lifelong process. It is as important to plan for next year as it is to plan for 20 years from now.

We provide comprehensive Financial Planning services that cater to every client’s individual needs as they apply to taxes, retirement, insurance, and more. We will assess your current finances and work with you to develop a long-term plan designed to guide you toward all of your financial objectives, including but not limited to your retirement. We can even help you plan for your legacy so that all of your hard work continues to pay off for your children and grandchildren, too. 

You can work directly with a CFP® professional who has the knowledge and experience required to help you design a personalized financial plan and investment strategy. To help in this process, we trust in a suite of planning tools. These tools allow you - along with the help of your CFP Professional - to build and maintain your investment plan with ease. 

Clients who utilize Momentum Private Wealth Management’s Investment Management services and invest $500,000 or more have access to our comprehensive Financial Planning with no additional fees. We also provide our Financial Planning services as a standalone service for clients who choose not to take advantage of our Investment Management services.

As a fiduciary, we follow the CFP® Board of Standards.

Risk is defined as the uncertainty of a return and the potential for capital loss in your investment. Past performance is no guarantee of any future return. No investment or financial planning advice may be rendered until an investment management and/or financial planning agreement is in place. 

MWPM is a Fee-Only Registered Investment Advisor and is acting as a Fiduciary to it's clients. This means that we do not accept commissions from anyone nor do we sell any product. We simply offer advice and investment management based upon what is right for you, the client. We take the term 'Fiduciary' seriously, and so should you.