About

Momentous Wealth Management was born from the idea that wealth management should be, well, about you. And for us, it is.

Our founder left his position at a corporate firm because he was frustrated by the culture of putting the company first and the client second. Since our founding in 2004, we’ve worked hard to always put our clients first. Formerly known as Sustainable Wealth Management, we became Momentous Wealth Management in 2023, with the same team, the same commitment, and a name that reflects the milestones we help our clients reach. Which is why everything from our fee structure and investment offerings, to the level of detail and care we put into each personalized financial plan, is set up to give you options, stay true to your values, and ultimately make you money. What we’re trying to say is, we’re on your team.

Firm at a Glance

  • Founded: 2004 by Todd Pisarczyk. Formerly Sustainable Wealth Management; renamed Momentous Wealth Management in 2023

  • Registration: SEC-registered investment adviser (CRD #288429)

  • Headquarters: 300 E 17th Street, Vancouver, WA, open Monday–Friday, 8 AM–5 PM

  • Additional Offices: Lake Oswego, OR, and Scottsdale, AZ (by appointment)

  • Services: financial planning, portfolio management for individuals, families, and businesses, retirement plan consulting, and supported services such as trust services

  • Who we serve: individuals, families, high-net-worth clients, business owners, retirement plans, and charitable organizations

  • Custodian: client assets held at Charles Schwab & Co., Inc.

  • How we’re paid: a percentage of assets under management or fixed fees

How We Got Here

  • Our founder, Todd Pisarczyk, started his career in the investment industry and went to work for a major brokerage firm.

  • After five years working for a major brokerage firm, Todd decided to go the independent route. He established his own practice and formed a corporation which would later become Sustainable Wealth Management.

  • Our company’s name was officially changed to Sustainable Wealth Management through the partial acquisition of another northwest based firm. That same year we moved our main office in Vancouver, Washington to our Officers Row location.

  • Sustainable Wealth Management purchased a second northwest-based investment firm, Portfolios NW.

    Sustainable Wealth Management officially became a Registered Investment Advisor (RIA) and registered directly with the SEC.

  • Sustainable Wealth Management acquired our current headquarters in Vancouver, Washington. We began renovation on the space and officially moved in 2019.

  • Sustainable Conversations Podcast was launched (now The Momentous Wealth Podcast).

  • Sustainable Wealth Management announced the opening of locations in Lake Oswego, Oregon and Scottsdale, Arizona.

    Sustainable Wealth Management officially changed our name to Momentous Wealth Management.