Our story · 2 minutes
It starts small. Then it's almost impossible to stop.
That's the idea behind Momentum — and behind the firm we built. In two minutes, we'll tell you why we started it and what it means to us. It's the quickest way to know whether we're your people.
2:12
What we believe
“We don't just look at your account balance and
assign you a number.”
We only win if you win.
Our success is tied to yours. So it's only ever in our interest to do what's right for you.
Treated like family.
We walk clients through hard decisions the way we'd walk someone in our own family through them — with dignity and respect.
Built to outlast us.
Momentum compounds. A good plan lasts your lifetime — and goes on to help the next generation, too.
Like what you heard? Let's talk.
A 30-minute phone call. No pitch, no pressure — just a real conversation about where you are.
.png){kind=icon}
How we help
Wherever you are, we've been there with someone.
Build
Planning & building
"Am I saving enough, in the right places?"
Grow
Growing what you've built
"Is this money actually working for me?"
Spend
Your retirement paycheck
"How do I turn savings into a paycheck?"
Transition
When the money changes
"Something just changed. What now?"
Leave
What you leave behind
"Will the people after me be okay?"
Who you'll work with
Real people, not a call center.
Garrett Cottle
Co‑founder · COO
Matt Hightower
Co‑founder · CCO
MarySara Rojas
Chief of Staff · Client Operations
The fine print, plainly
How it actually works.
How we're paid
One fee covers everything.
A percentage of the money we manage — your plan, your investments, and every check-in in between.
Where your money lives
In your name, at a major custodian.
Your accounts are held at Schwab or Altruist. We're the advisor on them, never the holder of them. Log in any time.
Our Duty
Fiduciary, in writing.
Legally required to put your interests first — and we put that in the paperwork.
Where it starts
You'll make thousands of financial decisions. We want to be there for all of them.
It starts with a 30-minute phone call. No pitch, no pressure — just straight answers. If it's a fit, we'll talk next steps. If it's not, you'll leave with a better question than you came with.
Not ready to call yet?
Get to know us a little first.
© 2026 Momentum Wealth Management · All rights reserved
Investment advisory services offered through Momentum Wealth Management LLC
