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.