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Momentum Wealth Management

Tel: 706-842-2400
1201 Front Ave
Suite N
Columbus, GA 31901
Momentum Wealth Management | Financial Advisor in Columbus ,GA

From investing to financial planning, our mission is your success.


About Momentum Wealth Management

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.

See Disclosures

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General Information

Firm Start Year:   2018
No. of Employees:   2-4
Advisory Services Provided:   Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Risk Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Portfolio Management

Qualifications & Memberships

Insurance and Annuity Licenses:   Accident, Annuity, Health, Long Term Care, Life

Compensation and Fees

Fee Structure:   Fee-Only

Disclosures

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.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1890862/wiseradvisor-momentum-wealth-management-detailed-disclosure.html

Compliance

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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