Moment Private Wealth

Alex Flaugher is a financial advisor at Moment Private Wealth with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab, TD Ameritrade, and Scottrade. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing discretionary and non-discretionary investment management alongside comprehensive financial planning. The firm emphasizes long-term, low-cost, diversified asset allocation based on Modern Portfolio Theory and manages approximately $357 million in discretionary assets through a six-advisor team.

Scott Morrison is a CFP® with seven years of industry experience, currently serving as an advisor at Moment Private Wealth in Wellington, FL. His prior experience includes roles at The Colony Group, First Republic Investment Company, and Prudential-affiliated firms. Outside of his advisory career, he has been involved with Elite Squad Baseball for six years. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing discretionary and non-discretionary investment management alongside comprehensive financial planning and pension consulting. The firm focuses on long-term, low-cost, diversified portfolios grounded in Modern Portfolio Theory and offers tailored planning services including loan advisement, tax-efficient strategies, and coordination with CPAs and estate attorneys.

Brendan Fraleigh is a financial advisor at Moment Private Wealth with a Series 65 designation and two years of industry experience. Prior to joining Moment Private Wealth in 2024, he worked at ICONIQ Capital and held various roles related to the University of Notre Dame. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary investment management and financial planning. The firm focuses on long-term, low-cost, diversified asset allocation grounded in Modern Portfolio Theory, with many client accounts managed on a discretionary basis.

Jacob Turner is a financial advisor at Moment Private Wealth with six years of industry experience and a Series 65 registration. He has worked at multiple firms including Mosaic Family Wealth and has held positions with several professional baseball organizations. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering both discretionary and non-discretionary investment management along with comprehensive financial planning. The firm’s approach focuses on long-term, low-cost, diversified portfolios informed by Modern Portfolio Theory.

Luke Turner is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Moment Private Wealth, LLC since 2021 and previously spent five years at Mosaic Family Wealth, LLC. Luke is based in Saint Louis, Missouri. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, generally requiring a $500,000 minimum account size. The firm offers discretionary and non-discretionary investment management combined with comprehensive financial planning, using long-term, low-cost, diversified asset allocation strategies grounded in Modern Portfolio Theory.

Karson Westhoff is a Series 65-licensed advisor at Moment Private Wealth in Saint Louis, MO, with one year of industry experience. His background includes roles at Focus Financial Wealth, ProPartners Team, and the University of Missouri-Columbia. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing investment management and holistic financial planning with an emphasis on long-term, low-cost, diversified portfolios grounded in Modern Portfolio Theory.