Momentum Wealth

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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.

A routine habit in many marriages is dividing up responsibilities: one partner handles home operations, and the other ha...
10/15/2026

A routine habit in many marriages is dividing up responsibilities: one partner handles home operations, and the other handles the bills and investments.

But what happens when the spouse who manages the money is no longer there?

The non-financial spouse is often left scrambling during the most emotionally vulnerable period of their life—trying to track down logins, untangle insurance policies, and figure out how everyday expenses will be covered.

True protection for your family means making sure both partners have clarity and confidence about where things stand.

👉 Watch our latest video to learn the steps you can take today to eliminate this blind spot: https://youtu.be/UNjB8xFgHa8

Disclosure: This video is for educational purposes only and should not be considered personalized financial, legal, or tax advice. Speak to a licensed professional to review your individual plan.

10/13/2026

Technical expertise only gets you so far. The real value of a financial advisor is the behavioral layer.

Markets get volatile, emotions run high, and high-pressure salespeople will come knocking. A true advisor is not just crunching numbers. They act as your steady anchor and provide a trusted second opinion when it matters most.

Watch the full clip to see why behavioral coaching is the biggest differentiator in wealth management.



For informational and educational purposes only. This content does not constitute financial, investment, or legal advice. Investing involves risk, including the possible loss of principal.

10/09/2026

Are you actually getting what you pay for from your financial advisor?

Most people evaluate their advisor solely on portfolio returns. But true value isn’t just chasing a number, it’s securing a better, stress-tested retirement.

Using a clear Advisor Scorecard takes the guesswork out of advisory fees, giving you tangible proof of value across your entire financial plan and the quiet confidence that nothing is slipping through the cracks.

Watch to see how a scorecard changes the game for your retirement strategy.

Content is for educational and informational purposes only and should not be construed as individualized investment, tax, or legal advice. Past performance is no guarantee of future results. Advisory services offered through Momentum Wealth, a Registered Investment Advisor.

Why did we start Momentum Wealth? The answer is deeply personal.We saw firsthand the financial and emotional struggles o...
10/07/2026

Why did we start Momentum Wealth? The answer is deeply personal.

We saw firsthand the financial and emotional struggles our parents went through during the 2008 crisis.

It taught us that retirement planning is about far more than just hitting a target number, it’s about protecting your life's work and securing peace of mind.

In our latest video, we share the story behind our firm and why our mission is to guide you through retirement with purpose, transparency, and care.

Take a few minutes to watch our story. If you’re ready to build the retirement you deserve, schedule a complimentary consultation with our team.

Watch here: https://youtu.be/lVyAtWkJa7Y



Disclosure: This content is for informational and educational purposes only and should not be construed as personalized financial, investment, legal, or tax advice. The views and opinions expressed are those of Momentum Wealth and do not represent a guarantee of future performance. All investments involve risk, including the potential loss of principal. Please consult with a qualified financial advisor, tax professional, or legal counsel regarding your specific situation before making any financial decisions.

Putting our clients first isn't just how we operate, it’s a philosophy we're always working to refine.We are excited to ...
10/05/2026

Putting our clients first isn't just how we operate, it’s a philosophy we're always working to refine.

We are excited to share that Nico Pesci was recently featured in the Forbes Finance Council discussing modern client experience in wealth management.

Check out tip #5 to see Nico’s perspective on how firms should truly show up for the people they serve:

https://www.forbes.com/councils/forbesfinancecouncil/2026/09/28/17-ways-wealth-firms-can-invest-in-the-client-experience/



Disclosure: This content is for informational and educational purposes only and should not be construed as investment, legal, or tax advice. Membership and feature selections are based on editorial review and eligibility criteria. Past performance is no guarantee of future results.

10/02/2026

What truly reflects the value of a financial advisor? It’s not just about chasing a specific number, it’s about the strategy, clarity, and partnership that gets you there. Here is our take on the real role of an advisor and how the right guidance changes the trajectory of your wealth.

Catch more full-length insights and wealth strategies over on our YouTube channel: https://www.youtube.com/



Momentum Wealth is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

09/30/2026

Stop chasing arbitrary numbers.

Most people think financial planning is just picking stocks or hitting a magic net worth figure, but real wealth management comes down to clarity, intentionality, and strategy.

Here is an honest summary of what an advisor actually brings to the table and how to think about your financial future the right way.



Disclaimer: This content is provided for informational and educational purposes only and should not be construed as investment, legal, or tax advice. Past performance is no guarantee of future results. Consult with a qualified financial advisor or fiduciary professional before making any financial or investment decisions.

Is your financial advisor actually planning your retirement or just managing a portfolio?There’s a massive difference be...
09/28/2026

Is your financial advisor actually planning your retirement or just managing a portfolio?

There’s a massive difference between an asset manager picking funds and a fiduciary coordinating your income, taxes, healthcare, and estate. If your advisor only calls to talk about market dips, you may be leaving major blind spots on the table.

See what full-scope retirement planning actually looks like in our latest video:

👉 Watch here: https://youtu.be/nhLp1Eg94L8



Disclosure: Momentum Wealth is an SEC-registered investment adviser. Information presented is for educational purposes only and does not constitute investment, legal, or tax advice. All investments involve risk, including loss of principal.

09/24/2026

Most people think financial advice begins and ends with picking investments, but real wealth management requires a much broader foundation.

A comprehensive financial plan is built on five core pillars: cash flow management, tax planning, risk management, investment strategy, and estate planning.

When all five work together in sync, your financial life moves from reactive stress to deliberate momentum. Aligning these pieces ensures you aren't just chasing returns, but actively protecting and growing what matters most.

Take a look at your current strategy, how many of these five pillars are you actively managing?



Disclosure: For educational and informational purposes only. This content does not constitute personalized financial, tax, or legal advice. Investing involves risk, including the possible loss of principal.

100 days left in 2026. ⏳Some of the most valuable retirement moves have a hard deadline of December 31. Miss it, and you...
09/22/2026

100 days left in 2026. ⏳

Some of the most valuable retirement moves have a hard deadline of December 31. Miss it, and you wait a full year (or pay a penalty).

Here's what to look at now:

✅ Required Minimum Distributions. If you're 73 or older, make sure yours is taken before year end.
✅ Roth conversions. Any conversion has to be completed by Dec 31 to count for 2026.
✅ Qualified Charitable Distributions. Giving from your IRA at 70½+ can satisfy your RMD and lower your taxable income.
✅ Medicare Open Enrollment. Runs Oct 15 through Dec 7. Worth reviewing your plan every year.
✅ The new senior deduction. It phases out as income rises, so plan withdrawals and conversions with it in mind.

Not sure which of these apply to you? That's exactly what we help with.



Disclosure: This post is for general educational purposes only and should not be considered individualized tax, legal, or investment advice. Tax laws, including deductions and RMD rules, are subject to change and may vary based on your personal circumstances. Please consult a qualified tax professional or financial advisor before making any decisions.

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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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