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
What You Can Expect
Step 1 - Initial Discovery Call
Before committing to anything, we will have 15-30 minute phone call to determine how we may be able to help with your particular situation.
Step 2 – First Office Meeting
The goal of this meeting is to get clear on your goals, concerns and unique financial situation. We will start with finding out “What Is Important To You?” From there we will gather information using our W.E.A.L.T.H Process. We will have you fill out a risk profile to help us balance the risk required to meet your goals, your risk capacity and your individual risk tolerance.
Step 3 - Our Analysis
We will use our experience and planning first approach to answer the following questions:
Can you retire when you desire and stay comfortable retired?
Can your Investment portfolio be improved?
Do you have the right mix of investments for your risk tolerance and stage of life?
What are you paying in fees with your current advisor?
Step 4- Recommendations
We will discuss our recommendations and how we will work together if you choose to hire us as your wealth advisor.
Answer any questions or concerns.
Schedule a meeting to fill out paperwork or start the process if you are ready.
Step 5 - Meeting/Paperwork
During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client and talk about what to expect your first year as a client.
Take The First Step
Schedule a discovery call. Fill out the information below and we will be in touch.
The Momentous W.E.A.L.T.H Process
At Momentous Wealth Advisors, we start by discussing your ideal life, goals and desires. We then build a financial plan and investment strategy centered around helping you achieve your short and long-term goals.
Investment Philosophy
At the core of our investment philosophy, is risk management and asset allocation. We focus on low-cost investments and build portfolios to help clients reach their goals. It’s not about beating the market. It’s about risk management.
The 3 F’s
We believe there are 3 things you can have in regards to your finances.
Financial Security
Financial Independence
Financial Freedom
We can show you how to achieve your desired life. It takes planning and discipline. Click the link below to find out 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.”
Does Your Portfolio Fit You?
Ambiguous terms such as "conservative" or "moderately-aggressive" cause confusion in the investment arena. That is why we use Riskalzye™ by Nitrogen Wealth, because generalizing client risk tolerance doesn't work. Investors view risk through their own, unique lens to gauge risk and return tradeoffs.
The Risk Number® is an objective, mathematical approach to removing subjectivity by quantifying the risk of investors and portfolios. The Risk Number is calculated based on downside risk. On a scale from 1 to 99, the greater the potential loss, the greater the Risk Number.
Watch the Video Below To Learn More:
The Wealth Decisions Podcast
The Wealth Decisions by Brian Podcast will talk about the top wealth decisions that can help you establish a foundation for a richer life for you and your family. Every week, we will discuss a crucial wealth decision that can have a significant impact on your future wealth.
Join us at a Momentous Event. Click below to see a list of upcoming local seminars or events.
Brian Muller is an Investment Advisor Representative (IAR) of XY Investment Solutions, dba Momentous Wealth Advisors LLC, a SEC Registered Investment Advisory(RIA) firm.
XY Investment Solutions and Momentous Wealth Advisors LLC Disclosures: