Building your future with a Financial Advisor

What Should I Expect?

You often seek guidance for things that you consider important – like your health – and tasks that you have little patience for or expertise in – like filing your taxes. You turn to trusted professionals with the expectation that they have your well-being and best interests in mind. Managing your financial life shouldn’t be any different.

Our Process

Making big decisions is never easy; have someone on your side to help you plan ahead.

Establishing a Relationship

We learn more about you.

    During a complimentary Discovery Meeting, our financial advisors will spend time learning more about you by asking questions about your family, health, and investment needs. We listen carefully as you explain your financial goals so that we can analyze your current portfolio and needs.

    Identify Goals and Values

    We analyze your current portfolio.

      Our financial advisors will analyze your current portfolio by combining your investment objectives with our knowledge of current market conditions and financial expertise. We will mutually define your personal values and financial goals, understand your time frame for results, and determine your tolerance for risk.

      Helping With The Big Decisions

      We help you create a plan.

        We know that having a written wealth plan enables you to have a clear picture of your portfolio expectations. Your investment portfolio will contain detailed information on your investment objectives, time horizons, and risk tolerance. Taking these factors into account, we recommend an appropriate asset allocation strategy with the right balance of growth, income, and security to help achieve your financial goals.

        Giving Continued Guidance

        We look at the big picture, together.

          As your trusted financial advisor, we will monitor your evolving financial situation and coordinate the entire process with you and other professionals such as attorneys and accountants. We will meet with you at least three times each year to review your situation and adjust recommendations as your life changes.

          Helping you live with Momentum at every stage of life

          Our Services

          Wealth Planning

          Our team of planners will develop a wealth plan by analyzing your current financial situation and your financial goals. Our goal is to help our clients build their futures in all aspects of their finances.

          Investment Management

          We help clients develop an investment portfolio tailored to meet their goals, execute investment strategies, and manage their wealth to build their futures.

          Asset Allocation

          Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

          Financial Wellness

          Getting “retirement ready” requires more than just a good 401K and investments. We partner with employers and individuals to provide financial wellness programs that help improve an employee’s overall financial well-being.

          Education Funding

          With the cost of college on the rise, funding an education can be an overwhelming challenge. A key element to funding a college education is to start saving early and to explore the various avenues and strategies that can help you reach your goal.

          Risk Management & Insurance

          Insurance is essential to any comprehensive wealth plan. It can protect you and your family from undue hardship. We specialize in life, disability, and long-term care insurance.