INDIVIDUAL CLIENTS
What’s right for you? That’s the question that frames every relationship we build with our clients. Guided by your goals and intentions, we draw on our capabilities across all areas of wealth management, from trusts and investments to specializations such as tax and lending strategies. Every aspect of your profile matters. Every relevant option is considered. Our advisors focus on important life questions, such as:
What type of legacy do you want to leave for your family? Or, for your community?
How will you ensure your children inherit your values, not just your wealth?
What does retirement look like for you?
What do you want your money to say about your personal values, social views and outlook on the world?
The answers to these types of questions will impact the way your portfolio is structured. They will drive decisions about whether to pay-off debts, when to retire, and how much life insurance is needed. We apply the industry’s best practices to create a plan that is right for you–and stays that way, even as your needs change.
Services include but, are not limited to:
CASH FLOW MANAGEMENT
RISK MANAGEMENT
INVESTMENT MANAGEMENT
LIABILITY ANALYSIS
TAX PLANNING
PRIVATE EQUITY
TRUST & ESTATE PLANNING
CHARITABLE PLANNING
FINANCIAL EDUCATION
BUSINESS CREATION & PLANNING
RETIREMENT PLANNING
FINANCIAL PLANNING
Thoughtful financial planning prioritizes all of your life and financial goals and ensures you reach each of them as cost-efficiently as possible. The key underpinning of financial planning is understanding. At Momentum Advisors, we go to great length to understand you. It’s more than just asking the right questions, it’s also from listening, watching and dreaming right alongside you.
As financial planners, we must first understand your current financial and life picture. We must then endeavor to understand your financial psychology – how do you feel about money, investing and spending. Next we dive deeper into your goals for your life, your family, your community and your financial assets. We then find areas for improvement or opportunity – the changes that must be made to ensure success. The final step takes place over time – the implementation of your plan and the monitoring and re-assessment of your progress towards your goals.
Services include but, are not limited to:
CASH FLOW MANAGEMENT
RISK MANAGEMENT
INVESTMENT MANAGEMENT
LIABILITY ANALYSIS
TAX PLANNING
PRIVATE EQUITY ALTERNATIVE INVESTMENTS
TRUST & ESTATE PLANNING
CHARITABLE PLANNING
FINANCIAL EDUCATION
BUSINESS CREATION & PLANNING
RETIREMENT PLANNING