Thoughtful service and tailored strategies, with your needs at the center

Our business was built to serve you. Collectively, we offer decades of experience, which we dedicate to crafting innovative, thoughtful financial strategies for clients. We take the time to get to know your lifestyle, goals and values, so that we can deliver a plan designed to help you strive for the future you’ve envisioned for yourself and your family. Offering the breadth of resources and capabilities of a large corporation, we provide the tailored, attentive service of a small firm.

When implementing a financial strategy, we leverage the full expertise of our team, conducting thorough research before hand-picking investments that are consistent with your tolerance for risk and are designed to help you pursue your objectives. We offer independent guidance, with your financial needs and preferences at the center of everything we do.

We advocate for your long-term financial success, through persistent management and on-going guidance. By utilizing the full bandwidth of our firm’s knowledge and expertise, we provide the service and counsel to help enhance your financial outlook and propel you toward your goals.

How active and passive funds work differently

Explore how these two investment types compare.
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Markets & Investing

Infographic: Navigating Medicare

Review this roadmap to help you navigate through the Medicare enrollment process.
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Retirement & Longevity

Taking a long-term view

11/04/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing

What to keep an eye on after the election

11/01/2024
While politics ranks eighth out of his team's 10 investing factors, Raymond James CIO Larry Adam shares several important political insights that will help shape their views.
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Economy & Policy

Oh, no, a three-handed economist

11/01/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy

Fundamentals matter more than politics for markets

11/01/2024
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing

Late tech losses sink October equity market gains

10/31/2024
The S&P 500 narrowly misses a sixth consecutive month with positive performance.
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Markets & Investing

Dispelling Medicare misconceptions

Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Review these facts about five common Medicare myths.
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Retirement & Longevity

Using securities-based lending to fund business growth

Invest in your business without disrupting your investments.
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Business Ownership

How corporate executives are leveraging AI

From innovation and competitiveness to streamlining productivity.
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Business Ownership

Don't get spooked, it's time to go trick-or-treating

10/28/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing

Tackling the biggest questions facing the markets and economy

10/25/2024
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Momentum Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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