MomentUs Wealth Management

06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

05/29/2026

🎓Happy 529 Day! 📚
Today is a great reminder to take a step toward Planning for Generations.
A 529 plan can be a powerful way to save for future education expenses - helping turn today's preparation into tomorrow's opportunities.

If you'd like to learn more about how a 529 plan may fit into your goals, let's connect.
https://bit.ly/4nZfC6w

Learn the ins and outs of 529 plans.

05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/22/2026

Our office will close today at 3:00pm and will be closed, Monday, May 25th, to observe the Memorial Day holiday. We will return to normal business hours on Tuesday, May 26th. We hope everyone enjoys a happy and safe Memorial Day weekend!

05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

05/14/2026

Staying organized financially isn’t just about paperwork—it’s about having a clear understanding of where you stand today and where you’re headed.

Join us for this month's webinar, "Getting Your Financial House in Order: Simple Steps for Clarity and Confidence."

For more information and to register visit our website.
https://bit.ly/4ntCnzf

05/13/2026

Proud to be part of a firm that’s recognized for innovation — and even more proud of what that innovation stands for.💡​

Ameriprise Financial was named one of Fortune’s America’s Most Innovative Companies of 2026, reflecting our focus on empowering advisors, strengthening client relationships, and continually improving how we serve people and families.​

Innovation here supports what matters most: helping clients feel confident and cared for at every stage of their financial journey.​

Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

05/12/2026

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balances growth potential with risk awareness can help bring more confidence to retirement planning. A thoughtful approach can make it easier to stay on track through changing market conditions. Message me if you’d like to start the conversation.

05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐