Your Profile — Momentum Wealth

Section 1 of 4

Who you are

Just the basics to start. This is how we'll identify your account and make sure everything is set up in your name.

First Name

Last Name

Date of Birth

Gender

Marital Status

Citizenship

Are you a U.S. Citizen?

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Section 2 of 4

How to reach you

We'll use this to send your client agreement and stay in touch. Your address is required to open your accounts at our custodian.

Street Address

City

State

ZIP Code

Phone Number

Email Address

Send mail to a different address? P.O. Box or separate mailing address

Section 3 of 4

Your work

Employment information is required by our custodian when opening investment accounts. If you're retired or not currently working, just select the option that fits and we'll adjust the questions accordingly.

Employment Status

Section 4 of 4

Your financial picture

Almost done. These are ranges — we just need a general sense of where you stand. This helps us make sure our investment recommendations are appropriate for your situation.

There are no right or wrong answers here. Be as honest as you can — this information shapes the plan we build for you.

Annual Household Income

Estimated Net Worth

What does this mean?Everything you own — home, savings, investments, vehicles — minus everything you owe, like your mortgage, loans, and credit card balances.

Estimated Liquid Net Worth

What does this mean?Only the money you could get to quickly — cash, checking, savings, and investments you could sell within a few days. Not your home, car, or locked retirement accounts.

When will you need access to the funds we'll be investing?

How long your money can stay invested before you'll need to start drawing from it — the longer the better when it comes to growth potential.