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 individual and high‑net‑worth clients, trusts, and employer retirement plans, offering asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm implements portfolios that may include individual stocks, bonds, ETFs, mutual funds, options and private securities, and it also facilitates the use of third‑party money managers and sub‑advisers. The firm describes a tailored, continuously monitored approach that combines fundamental and technical methods (including charting and cyclical analysis), ESG considerations, and periodic rebalancing to align portfolios with client objectives and risk tolerances. It typically charges percentage‑of‑AUM fees for managed accounts, offers discretionary authority where agreed, and conducts due diligence and ongoing reviews of any third‑party managers it selects. Distinctive features disclosed in the brochure include an affiliated state‑chartered trust company under common majority ownership, which creates explicit cross‑referral and dual‑fee considerations and is addressed through written policies and annual oversight, including an independent PCAOB surprise examination for trust custody arrangements. The firm also directs readers to its public materials (website and CRD) and highlights third‑party ratings in its external materials, a practice that is less common among similarly structured team firms.

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.