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Wealth Management

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Wealth Management

Supported Services

New Client Process

Who We Work With

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Wealth Management

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Who We Work With

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Arizona

Appointment Only
6991 East Camelback Road
Suite D-300
Scottsdale, AZ 85251

Phone: 360-597-4570

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Washington

Main Headquarters
300 E 17th Street
Vancouver, WA 98663

Phone: 360-597-4570

Oregon

Appointment Only
5 Centerpoint Drive
Suite 400
Lake Oswego, OR 97035

Phone: 360-597-4570

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Advisory Services through Momentous Wealth Management, Inc. This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer securities in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.

Investment advisory services offered through Momentous Wealth Management.

MOMENTOUS WEALTH MANAGEMENT CLIENT RELATIONSHIP SUMMARY (FORM CRS) | DISCLOSURES | PRIVACY NOTICE

Investment advisory services offered through Momentous Wealth Management, Inc. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Momentous Wealth Management are not affiliated companies.