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Watch the video below to see how we use Riskalzye™ to manage our clients investment portfolios based upon their Risk Number™

“An investment in knowledge always pays the best interest.”

— Benjamin Franklin

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Investment Principles

Watch the video below of Brian Muller, Founder, and Senior Wealth Advisor discussing the 9 Investment Principles of Momentous Wealth Advisors:

Momentous Wealth Advisors is a member of the

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Stock Investing

When it comes to investing in individual stocks, discipline is key. We use an advanced screening process called The Momentous P.R.U.D.E.N.T Process™ to identify focus stocks to add to our client’s portfolios. It starts with an underutilized principle called “The Rule of 40.”

What Makes Momentous Wealth Advisors Different?

Listen to Brian D. Muller, Founder and Senior Wealth Advisor talk about the Momentous Wealth Difference.

The Momentous Wealth Difference by Brian Muller, Founder and Senior Wealth Advisor

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Brian Muller is an Investment Advisor Representative (IAR) of XY Investment Solutions, dba Momentous Wealth Advisors LLC, a SEC Registered Investment Advisory firm.

We provide investment advisory services, which differ in services and fees from broker-dealers. It's important to understand the difference.

XYPN Sapphire and Momentous Wealth Advisors LLC Disclosures: