Moment Private Wealth — Fee-only financial advisor

Wellspent Discovery/Advisors/Moment Private Wealth

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About

Moment Private Wealth is an SEC registered investment advisor specializing in helping professional athletes and high growth entrepreneurs. Said another way we work with those that bet on themselves.

Who they serve

High earners
Ultra high net worth
Founders

Services

401(k) & IRA Management
Alternative Investments
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Wealth Management
Social Security Planning
Real Estate Advisory
Portfolio Management
Pension Planning
Life Transition Planning

Structured record

Name	Moment Private Wealth
Firm	Moment Private Wealth
Location	St. Louis, Missouri
Fee model	Percentage of Assets (AUM) · Flat Fee/Retainer · One-Time Financial Planning Fee
AUM	$100M - $500M
Founded	2021
Firm size	2 - 5 employees
Affiliation	Independent RIA
Credentials	CFP
Designations	CFP (Certified Financial Planner) · Series 65
Investment approach	Blend of both
Website	Momentprivatewealth.com
LinkedIn	https://www.linkedin.com/company/momentprivatewealth/

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Specialties

Small business owners
Family wealth transfer
Real estate investors
Pension planning