We are a team of resources built by one family, which now serves and collaborates with other families and family offices. Momentum is built to serve families where they are today and stands ready to focus on where they go next.
We are dedicated to developing a trusted, proactive, long-term relationship with our clients their families and their advisors. Our company is structured to enable us to serve our clients for generations to come.
Client relationships are our greatest source of pride, and our ability to serve is significantly enhanced by the depth of our involvement with families and advisors.
When working with Momentum, we create a collaborative approach that supports your family and the team of resources around you.
Bringing simplicity into your advanced planning