From investing to financial planning, our mission is your success.
Your best interest is at the center of everything we do.
Momentum Wealth Management has been actively improving the financial lives of individuals and families for years. We are fiduciaries and we believe the financial industry is made better when the advisor is on the same side of the table as the client – advising, not selling.
Simply put, your success is our success.
Our Regional Offices
Not near one of our regional offices?
No problem. In fact, the majority of our clients (spread across 9 different states) choose to meet with us over the web via our nifty video conferencing tools. Onboarding meetings, account openings, annual check-ins, and so much more – all from the convenience of your own home. Ahh the 21st Century…
Meet our Team
Matt seeks to ensure that every client receives all the necessary knowledge to create and execute a sound investment plan. Matt is responsible for contributing to the investment strategies offered at the firm, as well as executing the necessary trades to ensure proper asset allocation.
As President of Momentum Wealth’s in-house insurance agency, Matt is also responsible for the firm’s asset protection solutions such as life, disability, and long-term care.
Garrett has spent the better part of the last decade working alongside clients to define and achieve their short and long-term financial goals. He’s laser-focused on using the power of planning to highlight potential trouble spots and implement creative solutions to make sure clients make the most of their hard-earned money.