Personal Solutions

Through Mark, Alexis and Amor, Momentum Wealth Strategies provides individuals and families with innovative, cutting-edge products and services to help them grow, protect, and conserve their wealth through all stages in life. Taking into account your needs, goals, and tolerance for risk, we will work with you to help bring clarity to what you want to achieve and how to get there. Some of our key services are detailed below.

Asset Protection

College Planning

Disability and Extended Care Needs

401(k) and IRA Rollovers

Investments & Retirement Planning

Charitable Planning

Estate Planning