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Momentum Financial Services Inc.
For Momentum Financial Services Inc.
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Overview
2 - 9
Employees
2020
Year Founded
ABOUT MOMENTUM FINANCIAL SERVICES INC.
Financial Planner
Momentum Wealth offers a wealth of expertise in managing finances, providing tailored solutions for investments, tax planning, and estate strategies. As a specialized boutique firm in wealth management and financial planning, we focus on creating personalized approaches that meet our clients' unique objectives while emphasizing long-term stability. Our knowledgeable advisors are dedicated to sustainable growth and wealth preservation, devising effective strategies to keep clients well-prepared for changing market dynamics and future generations.
Languages Spoken
English
HIGHLIGHTS
2 - 9
Employees
2020
Year Founded
Services
Focus
Industries
Clients
Services Provided
50% Financial Planning
30% Wealth Management
20% Tax Planning
About the Team
OUR STORY
Momentum Wealth is a boutique firm specializing in personalized wealth management, financial planning, tax strategies, and estate planning. With a focus on long-term stability and sustainable growth, their experienced advisors craft tailored strategies that align with clients' individual goals. The team offers objective expertise and exceptional service, leveraging an extensive network of professionals to address unique personal and business financial needs. By providing access to sophisticated public and private investment opportunities typically reserved for wealthy institutions, Momentum Wealth ensures bespoke portfolios suited to each client's risk profile and liquidity needs. Founding partners Peter Sproule and Rosanna Palmieri bring deep expertise in supporting business owners, professionals, and families to protect, grow, and transition wealth effectively. Their client-centric, research-focused approach fosters informed decision-making and generational success.
