Wealth with Purpose. Life by Design.
Helping you make better wealth decisions by knowing your values
Financial Planning
At Momentous Wealth Advisors, we start by discussing your ideal life, goals, and desires. We go over your budget, asset allocation, and other important financial resources, then build a financial plan and investment strategy centered around helping you achieve your most important financial goals.
Investment Management
We don’t have any products to sell or conflicts of interest, so we can help build custom portfolios centered around low fees and risk management.
The best investment strategy is unique to each client centered around an ongoing financial planning approach that covers a client’s entire life.
Risk Analysis by Riskalzye™
Get your Risk Number to help us better manage your portfolio for your acceptable level of risk. Watch the video below to learn more.
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.”
Inheritance Advice
Receiving an Inheritance involves being frugal with your windfall. We have a process for individuals receiving an inheritance that ensures that you make a smart wealth decision. Receiving an inheritance provides a unique opportunity to secure your financial future. By embracing a frugal mindset you can effectively manage and grow your inheritance to create a lasting legacy.
Outside Asset Management
We have partnered with Pontera which allows us for the first time to manage one of your most important assets. Your 401k or 403b work retirement plans. Most clients don’t pay much attention to their plans at work and tend to chase performance. By allowing us to manage your outside assets, we can ensure your investments align with your goals and financial plan.
Tax Analysis
Taxes play an important part in a client’s financial plan. How you invest and where you invest your money is crucial to creating and keeping more of your wealth.
We have partnered with a service called Holistiplan to analyze your tax return to look for tax planning opportunities to save money now or in the future.
Annuities
We offer fee-based variable, fixed, and indexed annuities with no surrender charges and lower costs than traditional broker/dealer annuities. Annuities are not for everyone but can offer a way to guarantee an income during your retirement years. A client’s financial plan dictates whether an annuity may be a good option. Get in touch with us to find out if an annuity is a good fit for your situation.
Direct Index Investing
Direct Index Investing is investing in the individual stocks of a particular index. It is a professionally managed strategy that is tax-optimized and can be customized as a core component of a client’s portfolio.
Direct Index Investing is for taxable accounts with a minimum of $100,000 and gives us the ability to automatically manage gains and losses at the individual holding level. We use 4 strategies allowing clients to gain exposure to Large Cap Growth, ESG, Small Cap, and International Portfolios. Each direct indexing strategy provides tax-loss harvesting and potentially greater annual after-tax returns.
Estate Planning
We partner with your estate planning professional to ensure all your accounts are titled properly and your beneficiaries are up to date.
For those who do not have an estate plan, we have partnered with Trust & Will to give our clients the ability to create a basic or advanced Estate Plan on their own time.
We will send you a unique referral code to get you started and then implement changes needed to your investment accounts.
For clients who want a personal relationship or have more complicated estate planning needs, we have a small list of excellent estate planning attorneys we can refer you to.
Socially Responsible Investing
Socially Responsible Investing aims to generate both social change and financial returns for investors. Socially responsible investments can include companies making a positive sustainable or social impact, such as a solar energy company, and exclude those making a negative impact. If this is important to you as a client, we can help build a socially responsible portfolio.
Donor-Advised Funds
A donor-advised fund account is a simple, tax-smart investment solution for charitable giving.
You can contribute cash, securities, or appreciated assets. You’ll be eligible for a current-year tax deduction and can be more strategic about your gifting over time.
This is an option best suited for individuals who are in the distribution phase of their lives and can afford to gift away some of their assets.
“Without a future well-defined, we take hesitant steps.”
— Jim Rohn
The Wealth Decisions Podcast
Each week on the Wealth Decisions Podcast I discuss crucial wealth decisions and mindset hacks to help individuals build and keep more of their wealth so that they can live a richer life. You can listen to the podcast on Apple Podcasts or Spotify. Click the link below
Take The First Step
Schedule a discovery call. Fill out the information below and we will be in touch.
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