Estero, FL Office

Momentum Wealth Planning serves individuals (including high-net-worth clients), families, family offices, trusts, private foundations and qualified retirement plans with discretionary and non‑discretionary investment management, limited financial planning and retirement plan advisory services. The firm manages all client assets on a discretionary basis and provides access to planning software and related implementation support as part of its services.

Momentum tailors portfolios to client objectives and uses a tactical allocation framework that starts with equity/fixed income targets and adjusts allocations using momentum factors — short‑ and long‑term moving averages and absolute price checks across benchmarks such as the S&P 500, Nasdaq 100 and Russell 2000 — with the stated intent of reducing risk. Depending on client needs and risk tolerance, the firm may implement option overlays (e.g., selling covered calls, buying protective puts) or employ more traditional buy‑and‑hold models.

Noteworthy for a firm of its scale, Momentum combines about $204 million in discretionary assets with a small advisory team, and operates a separate affiliate, Momentum Wealth Research LLC, that provides complimentary research to clients and subscription research to outside advisors and investors. The firm also disclaims proxy‑voting authority (clients retain voting responsibility), includes limited financial planning within its AUM relationship, and discloses a willingness to use a broad investable universe that can include structured notes, REITs, closed‑end funds and private/alternative investments.