Financial Planning
Craft a financial future that aligns with your ambitions through Momentum Wealth's tailored advice. Our strategy spans from wealth growth to detailed retirement planning, offering a holistic path to financial health.
As the foundation of your stability, our services are customized for your needs, ensuring retirement security and educational funding. We guide you through each milestone with precision, committed to your well-being.
Streamline your financial goals >
How We Can Help
- Create a personalized financial roadmap aligned with your life goals.
- Offer advice on budgeting, saving, and investing to build wealth.
- Help plan for major life events, such as retirement, education funding, and purchasing a home.
- Provide ongoing support and adjustments to your financial plan as your life and goals evolve.
Investment Management/ACPI
Maximize your portfolio's potential with strategies that match your risk tolerance and financial goals. Our tailored approach is focused on exceeding your investment expectations.
At Momentum Wealth, investment management goes beyond asset allocation; we build a portfolio that reflects your unique risk appetite and objectives, ensuring a strategy that's truly personalized.
grow your wealth wisely >
How We Can Help
- Develop a customized investment strategy based on your risk tolerance and financial objectives.
- Build and manage a diversified investment portfolio to maximize returns.
- Monitor and adjust your investment portfolio to adapt to market changes and personal circumstances.
- Offer insights and recommendations on various asset classes and investment opportunities.
Insurance Planning
Secure your family's future with strategic insurance solutions from Momentum Wealth, designed to shield you from unforeseen events and bring peace of mind.
Our insurance planning delves into your specific circumstances, ensuring you receive the most effective coverage. From life to long-term care insurance, we craft protection that safeguards your assets and legacy comprehensively.
safeguard your financial future >
How We Can Help
- Assess your current and future insurance needs to provide adequate coverage.
- Recommend the best insurance products to protect you and your family against unforeseen events.
- Help navigate the complexities of life, disability, long-term care, and property insurance.
- Review and update insurance policies as your life circumstances change.
Estate Planning
Secure your legacy with Momentum Wealth's estate planning. We tailor strategies for asset distribution, minimizing taxes and ensuring your wishes are honored.
Our experts simplify estate complexities, focusing on asset protection and smooth beneficiary transitions, aiming for your family's peace of mind and financial stability.
Preserve your legacy >
How We Can Help
- Assist in creating wills and trusts to ensure your assets are distributed according to your wishes.
- Provide strategies for minimizing estate taxes and preserving wealth for your heirs.
- Offer guidance on power of attorney and healthcare directives for comprehensive estate management.
- Collaborate with legal professionals to ensure all aspects of your estate plan are legally sound.
Tax Planning
Boost your financial growth with Momentum Wealth's Tax Planning, tailoring strategies to lower taxes and increase savings.
Our team identifies tax-saving opportunities, aligning with your goals for optimal efficiency. Trust us for streamlined tax strategies that secure your financial health and future savings.
ENHANCE YOUR SAVINGS >
How We Can Help
Who We Serve
At Momentum Wealth, we specialize in guiding families and business owners through the complexities of wealth management and financial planning. Our services are particularly suited for those who value a partnership built on trust, expertise, and a personalized approach to achieving financial success.
For the forward-
thinking family
Multigenerational families looking to preserve and grow their wealth find a trusted advisor in us. We understand the importance of securing a financial legacy and the unique challenges that come with it. Our tailored strategies ensure that your family’s financial future is in capable hands, ready to support the dreams of the generations to come.
For the ambitious
business owner
Entrepreneurs and business professionals with a vision for the future see us as an essential part of their success story. We provide the financial clarity and strategic planning needed to navigate business growth, personal wealth management, and the intersection of both. Our expertise supports your journey towards achieving both your professional and personal financial goals.
For those who seek
peace of mind
Individuals and families aiming for better control over their time and finances find solace and solutions with Momentum Wealth. Whether you’re seeking to optimize your investment strategy, plan for retirement, or ensure your estate is well-organized, our comprehensive services are designed to give you peace of mind and the freedom to focus on what matters most to you.
WHY Momentum Wealth?
Our Philosophy at
Momentum Wealth
We believe in investing for the long term and building portfolios tailored to the long-term wealth goals of each of our clients. Our research-focused approach to wealth management takes into account both the controllable and uncontrollable events that are likely to occur in life. The result is a well-diversified, bespoke portfolio of time-tested strategies that are closely aligned with your current and future cash flow projections as well as your growth needs.
As independent investment advisors, we have a fiduciary responsibility to explore all investment options on your behalf, including those typically only accessible to financial institutions and ultra-high-net-worth families. Our financial services for high-net-worth individuals are designed to deliver customized strategies that benefit our clients and address their unique needs. We also embrace portfolios that incorporate audit and reporting requirements to ensure compliance and transparency. As investors, we personally invest our own assets in portfolios similar to those of many of our clients, aligning with the same standards to effectively manage performance and respect industry regulations.
Insights & Education
March 4, 2025
For high-net-worth individuals and families, the preservation and transfer of wealth is of paramount importance. Professional assistance with wealth management and financial planning is essential for ensuring that wealth can be kept safe and passed on to the next generation according to your wishes. Comprehensive financial planning, incorporating cash flow management, tax strategies, giving strategies and succession planning, is something that all high-net-worth families should include in their wealth preservation efforts. Here is...
February 11, 2025
In recent years, numerous media stories - both in the news and in popular television series - have proven the importance of succession planning for businesses. Succession planning is important for any business, providing continuity, sustained productivity and even tax benefits. However, it is possibly even more important for family businesses, where personal relationship dynamics are more likely to cause disruptions and conflict when business leaders decide to step down and allow other...
February 4, 2025
Philanthropy yields multiple rewards. When you give to your favourite charity, you do so in the knowledge that your contribution is going to a good cause - that may be enough of a reward in its own right. However, charitable giving has more to offer to forward-thinking philanthropists. When strategized correctly, your giving can generate considerable tax benefits. For this reason, your financial planning should always include a carefully formulated giving strategy. Here...
What Our Clients Have To Say
Peter and Rosanna provide incredible service for all of my financial needs. They are professional, attentive and always pleasure to do business with.
I highly recommend!— Colleen Haykin
Peter and his team are great to deal with. The level of professionalism and knowledge that they share between them shows how a company is valued and they operate. From investment advice to life insurance, I would highly recommend Momentum Financial for all your financial needs.
— Chris Cambouris
