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 to 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 the ultra-high-net worth families. As investors, we personally invest our own assets in portfolios similar to those of many of our clients.
Insights & Education
August 26, 2024
Investment managers use a few different tools to balance and optimize your portfolio. This helps protect it against possible losses and also to maximize your gains. One of the most important things to do is include at least a few alternative investments. Alternative investments are financial assets that you would not find in your usual selection of investment instruments like stocks and bonds. They could include venture capital, hedge funds, managed futures, art...
August 19, 2024
A lot of people think of insurance as a grudge purchase - a waste of money, but the truth is you need it to protect your assets against all types of risks. It is there to help you protect your wealth. If you are a business owner or a high-net-worth individual, insurance can be invested in to augment your estate, act as collateral, and help you be more tax-efficient. If you choose your...
August 13, 2024
You have worked hard to acquire what you have. Naturally, you want to ensure that your assets can pass to your heirs as you see fit, and this is why you need to understand the importance of estate planning. High-net-worth estate planning may not be something you want to talk about, but it is a necessary step in ensuring that your estate will be wound up according to your wishes. A carefully...
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
Peter’s focus on small business owners and helping family businesses manage their life’s work in combination with personal goals makes him an invaluable team member to a family business owners panel of professionals.
— Liz Leckie
