Momentum Private Wealth Management is a Fee-Only Investment Advisory firm registered in the states of Texas and California. I focus on Investment Management, Financial Planning or Wealth Management- a combination of both. I have commonly used the phrase "Creating a road map for the rest of your financial life" when discussing the art of financial planning.
Neither the process or the outcome is perfect, but a Financial Plan will help clarify where you are and the steps necessary to get where you want to be. Your Financial Plan will help drive your financial decisions, including your investment portfolio. If your Financial Plan is your road map, then your investment portfolio is your vehicle.
Neither the process or the outcome is perfect, but a Financial Plan will help clarify where you are and the steps necessary to get where you want to be. Your Financial Plan will help drive your financial decisions, including your investment portfolio. If your Financial Plan is your road map, then your investment portfolio is your vehicle.
Services
To build a practical, transparent and realistic Wealth Management firm that serves the needs of the community. Inspiring individuals and families alike to (PLAN) take charge of their financial future, (INVEST) assign their assets a purpose and realize (LIVE) their financial goals with enthusiasm and passion.
Wealth Management isn't only about creating and managing an investment portfolio. You need an advisor that will not only create a customized, diversified investment portfolio, but will also help you manage other aspects of your financial life, including tax planning and concentrated position planning to name a few.
Financial planning isn't only about planning for retirement! It includes much more including but not limited to, investment planning, insurance planning and estate planning.
We believe financial planning goes hand-in-hand with investment management as every investment portfolio is a tool toward realizing your financial goals, therefore, every client of Momentum Private Wealth Management has access to a CFP Professional to help them design and create their own customized financial plan and investment portfolio.We use a third-party financial planning software- RightCapital- to help guide the Financial Planning process.
We believe financial planning goes hand-in-hand with investment management as every investment portfolio is a tool toward realizing your financial goals, therefore, every client of Momentum Private Wealth Management has access to a CFP Professional to help them design and create their own customized financial plan and investment portfolio.We use a third-party financial planning software- RightCapital- to help guide the Financial Planning process.
Our investment portfolios are designed to provide flexibility as every investor has individual needs. We start by identifying the high-level breakdown of the two major asset classes: Equity (stocks) and Fixed Income (Bonds). Once a portfolio model is selected, we then further break that down into a fully diversified portfolio between asset classes and geographic exposure.
Assessing and defining your risk tolerance- Through our initial discussion and risk questionnaire and your financial planning goals, we can help you define the level of risk that might be appropriate in your portfolio. Remember, your risk tolerance may be different than that of your partners, so it is important to discuss and agree upon your risk tolerance.
Reviews (1)
Joseph Z.
Apr 09, 2021
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When I was looking for a financial advisor, I was seeking someone who would not only invest on my behalf but also teach me along the way. Austin is a brilliant planner with the heart of a teacher and has been a huge support during our time working together. I'm an extremely happy client and I look forward to many more years working together.
