Broker Check

Corporate Retirement Plans

Employers & Business Owners


Your Dedicated Retirement Plan Consultant


When you partner with Momentum Wealth you’ll get personalized consulting from a retirement plan specialist who is committed to designing the plan that addresses your objectives and helps your employees pursue their long-term goals.


We realize there is no one-size-fits-all retirement plan solution, so our support and services are tailored to fit what’s best for you and your company and will help plan for the financial wellness of all your employees. We help you get the most out of your plan by working with you every step of the way, providing:

  • Expert Guidance 

Consider us an extension of your HR department; we will simplify the management of your plan and allow you more time to focus on other aspects of your business.

  • Fiduciary Know-How

We follow a disciplined process that ensures that the plan is operating within the latest fiduciary guidelines, leaving you confident that you’re serving the best interests of your employees.

  • Investment Support

We help you draft an effective investment policy statement and make sure that you can offer a range of suitable products.

  • Customized education programs

We will help your employees plan for today and save for their future with a focus on financial wellness as part of their overall retirement goals.

Employees & Participants


Keeping a Focus on Your Financial Future


As the team that manages your company’s retirement plan, we can work with you to help ensure you stay on track to pursue your long-term goals, so you can make the right decisions now, and as your circumstances change. You can rely on us to:

  • Help you set realistic savings goals that fit within your budget
  • Provide additional tools that allow you to analyze your savings strategy
  • Develop an approach that aligns with your investment preferences and risk tolerance
  • Discuss the features of your plan so you can be sure you’re getting the most out of the benefits offered


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