A complete list of active advisors currently associated with Moment Private Wealth

Warmer can help you find a great advisor at Moment Private Wealth or one who fits your needs even better.

Moment Private Wealth serves individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations, generally requiring a $500,000 minimum to open an account. The firm provides discretionary and non-discretionary investment management alongside holistic financial planning, selection or retention of third‑party advisers, and pension consulting. Its investment approach emphasizes long-term, low-cost, diversified asset allocation grounded in Modern Portfolio Theory, with portfolios primarily composed of mutual funds, ETFs, and, when appropriate, REITs. Adviser-tailored portfolios are built from initial financial planning analyses and risk assessments, with ongoing reviews and planning services that include loan procurement and advisement, tax-efficient asset location, access to private equity opportunities, and coordination with CPAs and estate planning attorneys. Moment Private Wealth manages roughly $357 million in discretionary assets via a six-advisor team, and its brochure highlights practices that are less common among peers: it discloses margin fees, charges or interest and offers loan procurement and advisement as part of planning services, suggesting the firm may employ borrowing or margin-related strategies in client accounts. The firm also describes using third‑party custodial and advisory platforms and says it mitigates resulting conflicts through due diligence and periodic evaluation.

To learn more about the advisors currently working at Moment Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.