About Momentum Wealth
Momentum Wealth
Welcome to Momentum Wealth, where we believe that your hard work should pave the way to a fulfilling retirement. Situated at 849 N 900 W in Orem, UT, Momentum Wealth is more than just a financial planning firm; we're your dedicated partners in navigating the path toward financial security and the retirement lifestyle you've always dreamed of. Our mission is clear: to turn everything you've worked for into everything you want.
Led by Nico, a visionary shaped by the immigrant spirit of perseverance and determination, Momentum Wealth is founded on the principles of resilience and unwavering commitment to our client's well-being. Nico's journey, witnessing his parents' struggles during the 2008 financial crisis, ignited a passion to ensure that no one faces retirement uncertainties alone. Thus, Momentum Wealth was born, dedicated to empowering individuals like his parents to build the confidence necessary to embrace retirement with certainty and joy.
At Momentum Wealth, we distinguish ourselves by offering more than just financial planning services; we provide a personalized experience reminiscent of a small family office. Our team of leaders is deeply invested in creating efficient retirement plans tailored to your unique circumstances, guiding you through volatile economic landscapes, and offering unparalleled personal service. Through client education, appreciation events, and charitable initiatives, we foster lasting relationships that extend far beyond financial transactions. Our greatest satisfaction lies in witnessing our clients realize that their sacrifices were worth it as they embark on a retirement journey filled with confidence and fulfillment.