Momentum Wealth Management has been actively improving the financial lives of individuals and families for years. We are fiduciaries and we believe the financial industry is made better when the advisor is on the same side of the table as the client advising, not selling.
Simply put, your success is our success.
Matt Hightower
Matt seeks to ensure that every client receives all the necessary knowledge to create and execute a sound investment plan. Matt is responsible for contributing to the investment strategies offered at the firm, as well as executing the necessary trades to ensure proper asset allocation.
As President of Momentum Wealth's in-house insurance agency, Matt is also responsible for the firms asset protection solutions such as life, disability, and long-term care.
Garrett C Cottle
Garrett has spent the better part of the last decade working alongside clients to define and achieve their short and long-term financial goals. He's laser-focused on using the power of planning to highlight potential trouble spots and implement creative solutions to make sure clients make the most of their hard-earned money.
General Information |
| Firm Start Year: | 2018 | |
| No. of Employees: | 2-4 | |
| Advisory Services Provided: | Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Risk Management, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Accident, Annuity, Life, Long Term Care, Health |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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