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Ready to start your financial journey? Schedule a consultation with our experienced team.

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Office Location

123 Financial District, Suite 100
New York, NY 10004

Phone

(555) 012-3456
Mon-Fri 9AM-6PM EST

Email

info@momentumwealth.com
We respond within 24 hours

Office Hours

Monday - Friday: 9:00 AM - 6:00 PM
Saturday: 10:00 AM - 2:00 PM

Visit Our Office

Located in the heart of New York's Financial District, our office is easily accessible by public transportation.

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123 Financial District, Suite 100
New York, NY 10004

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Frequently Asked Questions

Common questions about our services and consultation process.

During your initial consultation, we'll discuss your financial goals, current situation, and challenges. We'll explain our services and how we can help you achieve your objectives. This is a no-obligation meeting designed to help you understand our approach and determine if we're a good fit.

We work with clients across a wide range of asset levels. While we don't have a strict minimum, our comprehensive services are typically most beneficial for clients with investable assets of $100,000 or more. We're happy to discuss your specific situation during your consultation.

We offer both fee-only and fee-based advisory services. Our fee structure is transparent and based on assets under management, with no hidden costs. We'll discuss our specific fee schedule during your consultation to ensure you understand exactly what you'll pay.

We typically meet with clients quarterly to review portfolio performance and discuss any changes in their financial situation. However, we're available whenever you need us and can adjust meeting frequency based on your preferences and needs.

Ready to Get Started?

Take the first step toward achieving your financial goals. Schedule your complimentary consultation today.

Call (555) 012-3456 Schedule Online

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