Wealth management is the utilization of processes, services, and products to grow, protect, utilize and disseminate wealth. Effective wealth management requires a united team of professionals working together across multiple financial service industries. Momentum incorporates financial advisors, Certified Financial Planners®, attorneys, Certified Public Accountants and insurance specialists to provide an all-encompassing approach to wealth management.
We offer thoughtful strategies to help clients reach their dreams and goals. By engaging in our process annually, we gain a deeper understanding of what our clients and their families want, and what they need to do to get there.
We've developed and refined a unique process primarily for retirement minded individuals and families that aspire for a "work optional" lifestyle.
Through our Momentum LifeYield Process™ we implement strategies that Maximize Income and Minimize Taxation over our client's lifetimes.
Our Seven Pillars Of Service
Pillar 1: Wealth Management
Pillar 2: Risk Management
Pillar 3: Taxation
Pillar 4: Estate Planning
Pillar 5: Cash
Pillar 5: Philanthropy
Pillar 6: Value Added Services
It is important, to understand where your Financial Adviser's interests are aligned. It is now more critical than ever to ensure you are placing your financial security with a financial adviser who will act in your best interest.
Momentum Financial Investment is an advisory firm that has achieved a Certified Financial Fiduciary® Certification recognized by FINRA which is the standard of excellence for Fiduciary Advice and the highest level of regulatory standards in the financial advisory industry.
The fiduciary duty standard requires Momentum to adhere to heightened levels of due diligence and feasibility requirements, helping ensure every investment selection is not only soundly managed but is appropriate for each individual client’s portfolio. Momentum financial advisors are exclusively focused on serving the best interest of their clients.
Copyright © 2021 Momentum Financial & Insurance Services LLC - All Rights Reserved. Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor in the State of California. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA recognized professional certification.