Momentum Wealth Strategies

Momentum Wealth Strategies provides financial planning and investment management primarily to individuals and high‑net‑worth clients with a focus on retirement, and also offers services to businesses, plan sponsors, and financial institutions. The firm reports roughly $67.9 million in assets under management across about 65 clients and generally requires a $500,000 minimum for advisory relationships.

Accounts are managed on a discretionary basis with tailored asset allocations that span objectives from income and capital preservation to aggressive growth, using a mix of fundamental, technical, cyclical and behavioral analysis. The firm offers cash‑management options and implements strategies through LPL Financial‑sponsored platforms, including the use of sub‑advisers and model portfolios when appropriate.

Distinctively, the firm sponsors and acts as portfolio manager for its own wrap‑fee program, a structure relatively few independent advisers operate. It also provides retirement‑plan and pension consulting — including ERISA‑related fiduciary support, participant education, and fiduciary training — and concentrates its client base on HNW and institutional plan clients rather than mass‑market individual investors.