Momentum Wealth
Welcome.
Good to have you.
We've made this as simple as we could — a few short steps and we'll have everything we need to get started. It takes about ten minutes.
Let's Go →
Here's what to expect
01
Tell us about yourself
A few basics we need to get your accounts set up. Nothing more than necessary.
~3 minutes
02
Find your comfort level
Ten honest questions about how you feel about risk. Your answers shape the plan we build for you.
~5 minutes
03
Make it official
We'll send your client agreement to sign electronically, followed by your account opening paperwork. Both are quick — we handle everything else from there.
We send it to you