Momentum Wealth

Momentum Wealth Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Momentum Wealth, Financial planner, 849 N. 900 W, Orem, UT.

With a deep focus on creating efficient retirement plans, helping clients adapt to volatile economic environments and an unwavering commitment to personal service, Momentum Wealth maintains the atmosphere and attention of a small family office.

Happy Labor Day to the hardworking folks of the Wasatch Front - the ones still clocking in, and the ones who finally get...
09/07/2026

Happy Labor Day to the hardworking folks of the Wasatch Front - the ones still clocking in, and the ones who finally get to clock out on their own terms.

Whatever chapter of work you're in right now, we hope today gives you a real moment to rest and be proud of what you've built. That's what all the hard work has been for.

From all of us at Momentum Wealth: enjoy the day. 🎉

09/04/2026

Most people approaching retirement obsess over cosmetic questions like picking specific funds or firms.

The real question is structural: Who is actually pressure-testing your major financial moves before you lock them in?

Review your last three financial decisions over $50,000. If you didn't have an independent team stress-testing the blind spots, you're taking unnecessary risks with your retirement.

What does your decision-making process look like?



Disclaimer: This video is for educational and informational purposes only and does not constitute personalized investment, legal, or tax advice. Investing involves risk, including the possible loss of principal. Consult with a qualified financial advisor, CPA, or attorney before making any major financial decisions.

09/02/2026

Forget the one-size-fits-all retirement rules. The amount of money you actually need isn't dictated by some arbitrary milestone, it comes down entirely to your lifestyle and spending habits. Some people thrive on $500,000 with a low-spending lifestyle, while others pull in tens of millions and still stress because their burn rate is too high.

Disclaimer: This content is for informational and educational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor regarding your specific situation.

Every advisor online covers the same topics: sequence of returns, Roth conversions, and tax planning. The content is sim...
08/31/2026

Every advisor online covers the same topics: sequence of returns, Roth conversions, and tax planning. The content is similar because the math is similar.

The differentiator isn’t the data—it’s whether the advisor respects your intelligence or exploits your uncertainty.

Three questions to ask before hiring anyone: • Are they a fiduciary? • Do they teach frameworks or push products? • Does their content leave you feeling capable or confused?

Watch the full breakdown on YouTube: https://youtu.be/goMCOf9Ry0A

Disclosure: For educational purposes only. Not individualized investment advice.

08/28/2026

The single most costly financial error isn’t just picking the wrong investment - it’s making major financial decisions in isolation.

When you base an entire financial strategy on a single assumed outcome, one unexpected turn can trigger hundreds of thousands of dollars in unnecessary taxes and lost growth.

A resilient financial plan looks at the complete picture, connecting taxes, investments, and long-term goals so you are prepared for whatever happens next.

Disclaimer: This content is for educational and informational purposes only and does not constitute personalized financial, tax, or legal advice. Investing involves risk, including possible loss of principal. Consult with a qualified financial advisor or tax professional before making any financial decisions.

08/26/2026

If you’re 55 and waiting until age 60 or 65 to get serious about retirement planning, you’re cutting it too close to the finish line.

The most effective planning happens 10 to 15 years before you step away. But before diving into the numbers, the first conversation you and your partner need to have is simple:

What do we actually want our next 25–30 years to look like?

Get on the same page with your vision first - then build the financial strategy to back it up.

Disclosure: For educational and informational purposes only. This content does not constitute personalized investment, tax, or legal advice. Past performance is no guarantee of future results. Please consult with a qualified financial advisor or tax professional regarding your specific situation before implementing any financial strategy.

08/21/2026

One of the costliest retirement mistakes is pulling funds early to knock out low-interest debt.

Paying 20% or more in taxes just to eliminate a 5–6% loan never pencils out mathematically. When you’re within a year of retirement, your focus needs to shift toward stress-testing every scenario before making permanent moves:

Map your income streams: Know exactly where your monthly paycheck comes from.
Optimize withdrawal taxes: Don't trigger avoidable brackets.
Simulate market downturns: Test how your portfolio holds up during unexpected volatility.

Have you stress-tested your retirement plan yet, or are you running on estimates? Let’s discuss in the comments!



Disclaimer: For educational and informational purposes only. This is not individualized financial, tax, or investment advice. Consult a qualified financial advisor or tax professional regarding your specific situation.

Proud to share that Nico was featured in Forbes Finance Council this week, alongside advisors from across the country, o...
08/19/2026

Proud to share that Nico was featured in Forbes Finance Council this week, alongside advisors from across the country, on what it really takes to earn a client's trust.

His answer: honesty. Being willing to tell clients what they're missing, push back when needed, and admit when he doesn't know something.

That's the kind of advisor we've always tried to be for the families we serve on the Wasatch Front.

Read the full piece, featuring perspectives from advisors across the country: https://www.forbes.com/councils/forbesfinancecouncil/2026/08/11/how-advisors-create-value-beyond-investment-advice/

The biggest financial mistakes in retirement rarely come from a lack of knowledge, they come from a lack of perspective....
08/17/2026

The biggest financial mistakes in retirement rarely come from a lack of knowledge, they come from a lack of perspective.

Retirement is a 5-pillar puzzle (Income, Investments, Taxes, Healthcare, Legacy). When major decisions are made in isolation, the hidden costs across the other pillars can be devastating.

In our latest video, Nico breaks down how to pressure-test your plan and avoid the costly blind spots: https://youtu.be/s_BX2A1iQsM



Momentum Wealth is an independent financial service firm (Insurance License #677405). Investment advisory services offered through Triad Wealth Partners, an SEC registered investment advisor. Insurance products/services are not offered through Triad Wealth Partners. Neither firm offers tax or legal advice. Business is only transacted in states where properly registered or exempted. SEC registration is not an endorsement of the firm or a specific level of skill. Content is for informational purposes only and is not a solicitation or recommendation. Investments involve risk, including loss of principal. No assurance that any strategy will achieve its objectives.

08/14/2026

If you want to stay on track for retirement, waiting around isn't an option. Taking these 3 key steps this year can make all the difference in protecting your savings, lowering your tax burden, and building a secure roadmap for the future.



Investment advisory services offered through Triad Wealth Partners, an SEC registered investment advisor. Insurance services provided by Momentum Wealth (License #677405). Content is for informational purposes only, does not constitute tax or legal advice, and is not a solicitation or recommendation. Investing involves risk, including the possible loss of principal.

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849 N. 900 W
Orem, UT
84057

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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