Disclosures.

Momentum Wealth Management LLC is an investment adviser registered with the State of Georgia and notice‑filed in additional states where required. Registration does not imply a particular level of skill or training.

Information on this site is for educational purposes only and is not an offer to buy or sell any security. Nothing here is a personalized recommendation. Personalized advice is delivered only through a written advisory agreement with Momentum Wealth Management LLC.

Past performance is not indicative of future results. Investments involve risk, including possible loss of principal. Any forward‑looking statements reflect our current views and are subject to change without notice.

Client assets are held at independent qualified custodians (currently Altruist and Charles Schwab). Momentum Wealth Management LLC does not take custody of client funds.

Insurance products, including long‑term care, are offered through Momentum Protect LLC — a separately licensed insurance agency affiliated with Momentum Wealth Management. Insurance is a separate engagement under a separate agreement. Momentum Wealth Management LLC does not receive commissions from insurance products. Commissions, when paid, are received by Momentum Protect LLC.