A complete list of active advisors currently associated with Momentous Wealth Management, Inc.

Warmer can help you find a great advisor at Momentous Wealth Management, Inc. or one who fits your needs even better.

Momentous Wealth Management serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and employer‑sponsored retirement plans, managing roughly $410 million for about 492 clients across multiple offices. The firm offers asset management, comprehensive portfolio management that can include financial planning or consulting, standalone financial plans, and retirement plan consulting, and it may engage third‑party sub‑advisers to implement portions of client portfolios. Investment advice is tailored to each client and may incorporate individual stocks, bonds, ETFs, mutual funds, options and private investments, with portfolios continuously monitored and rebalanced to reflect clients’ objectives, risk tolerance and time horizon. Momentous uses a mix of analysis methods — including fundamental, technical, cyclical and ESG considerations — and conducts due diligence and periodic reviews of any third‑party money managers it recommends, while offering discretionary authority subject to client‑imposed restrictions. The firm’s brochure and cover page list its website and SEC CRD number and note that Momentous advertises third‑party ratings in its public materials, a practice that is relatively uncommon among similarly sized team firms. The brochure also discloses that representatives are registered representatives of a broker‑dealer and licensed insurance agents (able to accept commissions for certain securities) and records a recent material change when the firm discontinued participation in a Schwab automated advisory program, items the firm highlights as potential sources of conflicts and operational considerations.

To learn more about the advisors currently working at Momentous Wealth Management, Inc., 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.