INVESTMENT MANAGEMENT

No two investors have identical needs, which means no two investment portfolios should look exactly the same. Momentum Private Wealth Management creates flexible, personalized investment portfolios that are specifically tailored to your financial goals. 

We believe in full diversification and manage our portfolios accordingly. To start, we look into both of the two major asset classes: equity and fixed income, which are more commonly referred to as stocks and bonds. After taking the time to get to know you  - including your hopes and dreams for the future - we will help you select a portfolio model that suits you. Finally, we break down that model into a comprehensive and diverse portfolio that offers you just the right balance between asset classes, sectors and geographic exposure.. 

Momentum Private Wealth Management is flexible enough to work with existing portfolios and circumstances, as well. Whether you have low-cost-basis holdings, legacy holdings, or restricted holdings due to blackout windows, we can build a diversified portfolio around these holdings - and we even understand if you have positions you simply do not want to sell. 

As a fee-only fiduciary, it is our goal to serve you. No matter where your holdings currently lie, we will help you find the right path to reach all of your financial goals.