Meet Your Team

The name Momentum Wealth may be new, but our team is not. For decades, we’ve helped clients just like you plan for the future and loved retired life. Along with your dedicated advisor, the whole team is here to help. Chances are you’ll get to know many of us.

And that’s not a one-way street. We also want to get to know you. It’s these personal connections that separate us from the giant firms. You’re never just a number or a source of revenue. So tell us your hopes and dreams. It’s our job to help make those your reality.