Wealth Management For Real Life

At Momentous Wealth Management, our goal is to simplify your life by taking a holistic approach to wealth management. We want to be involved in the entire financial picture to help make the important moments in life even better and the hard stuff a little less hard. These small and big decisions make up a lot of what makes life so wonderful. We’re honored to be a part of it.

As fiduciaries, we are legally obligated to do what’s in our clients’ best interest. But that’s not all. As people who are passionate about this work, our goal is that we become your “go-to” person for all your financial questions along the way.

Our Wholistic Approach to Wealth Management

Keeping up with your finances can feel overwhelming. That’s where we come in. Our core services are investment management, financial planning, tax plan consulting, and estate plan consulting. Have other needs? We can likely handle those too! The best part of working with the Momentous Wealth Management Team is the sound sleep you’ll get knowing that your finances are being handled by a team of experts. So dream big and know that we have your back!

The Momentous Wealth Management Process

Every client’s needs and goals look a little different.

We have a process in place to make sure that our clients are kept informed and educated on all things related to your financial plan. It’s important that your advisor stays up-to-date on changes in your life and goals so that we can ensure your financial plan is in line with your current stage in life and the financial markets. 

We typically meet with clients twice each year and do doing our very best to keep you updated on everything going on in the world in between meetings.

That said, we know life gets busy and things change. We take pride in being here for our clients whenever they need us. 

Here’s what you can expect as an established client:

  • The birds are chirping and it’s time for the first of our semi-annual check-ins!

    We’ll meet in person or virtually (whichever you prefer!) for a detailed review and update of your financial plan.

    We’ll go over your portfolio performance and outlook as well as any financial planning or estate planning issues and updates.

  • It’s now dark outside at 4 pm and a good time to reflect on goals and plan for tax season!

    We’ll review your Momentous Wealth Management Tax Planning checklist to make sure you are taking advantage of everything you can.

    We’ll work on a detailed investment update and portfolio review.

  • Something came up? Call us anytime to talk through changes, ask a question, or check in on your portfolio. Catching up with clients is the best part of our day. In-between our regularly scheduled meetings you can also expect:

    Quarterly Client Webinar: We’ll discuss current happenings in markets and the economy as well as any adjustments we are making to portfolios.

    Access to the Momentous Wealth Management Client Portal: Not to brag but we have a pretty cool client portal on our site. Access it anytime for a quick view of your portfolio and progress toward your financial goals.