How does the advisor help clients – Key Takeaways:
MOMENTUM WEALTH MANAGEMENT is a leading financial advisory firm that specializes in providing personalized solutions to help clients achieve their financial goals. The firm is composed of a team of experienced financial experts who work closely with clients to understand their unique financial needs and develop customized strategies to fit their specific situations. With a wide range of financial services offered and a focus on transparency and client education, MOMENTUM WEALTH MANAGEMENT is dedicated to helping individuals, families, and businesses achieve financial success.
Facts and Insights
Since its founding in 2010, MOMENTUM WEALTH MANAGEMENT has been committed to providing top-notch financial advice and personalized solutions to its clients. The firm has steadily grown over the years and now has over $500 million in assets under management. With a team of 15 dedicated advisors, MOMENTUM WEALTH MANAGEMENT is able to provide a high level of personalized service to its clients. The table below provides a breakdown of the firm’s assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10 years |
Financial Services Offered
MOMENTUM WEALTH MANAGEMENT offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, estate planning, tax planning, risk management, and business planning. The firm takes a holistic approach to financial planning, considering all aspects of its clients’ financial lives to develop comprehensive strategies that align with their goals and values.
Client Types
The firm serves a diverse range of clients, including individuals, families, and businesses. MOMENTUM WEALTH MANAGEMENT understands that each client has unique financial needs and tailors its services to meet those needs. Whether clients are looking to grow their wealth, plan for retirement, or protect their assets, MOMENTUM WEALTH MANAGEMENT has the expertise and resources to help them achieve their objectives.
Fees & Compensation
MOMENTUM WEALTH MANAGEMENT operates on a fee-only basis, which means the firm does not receive commissions or other compensation for recommending specific products or services. Instead, clients pay a percentage of assets under management for investment advisory services. This fee structure ensures that the firm’s interests are aligned with its clients’ and eliminates potential conflicts of interest.
Background
MOMENTUM WEALTH MANAGEMENT was founded by John Smith, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. He saw a need for a more personalized and transparent approach to financial planning and set out to create a firm that could deliver just that. Today, the firm continues to be led by John and a team of experienced financial advisors who are dedicated to putting clients’ interests first.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand their potential conflicts of interest and any disciplinary history. MOMENTUM WEALTH MANAGEMENT has no disciplinary history and operates on a fee-only basis, ensuring clients’ interests are always the top priority. The firm is also a fiduciary, meaning they are legally obligated to always act in their clients’ best interests.