Momentum Wealth Partners

We'd like to take a moment to honor the incredible individuals who guide our sails and drive our success. Join us in wishing a huge happy birthday to: ???Kevin Frank - Momentum Wealth Partners ???Julie Vavra Daley, RICP?, CPFA? - Legacy Financial Consulting Services We're so fortunate to have such talented and dedicated people on our team. Thank you for all that you do! ?? Here's to another fantastic year filled with joy, success, and many more milestones to celebrate. ?? -- Follow for more: Momentum Wealth Partners Website: https://lnkd.in/erxdYc6Y #ChartYourCourse #MWP #MomentumWealthPartners #LPLFInancial #OctoberBirthdays #WorkplaceCulture #FinancialAdvisors #BirthdayWishes

Please join us in celebrating Michael Jett's first anniversary with Capri Wealth Management! ?? Over the past year, Michael has demonstrated his expertise in wealth management and dedication to personalized service by consistently putting his clients first. Michael works with high-income millennials, guiding them through their financial journey. He specializes in helping his clients achieve goals such as real estate investments, saving for their children's education, and minimizing tax burdens. We're grateful for Michael's contributions and look forward to many more years of success together! -- Follow for more: Momentum Wealth Partners Website: https://lnkd.in/e7nrnx7i #WealthManagement #FinancialAdvisor #WorkAnniversary #CareerMilestone #FinancialPlanning #FinancialServices #CapriWealthManagement #ChartYourCourse #MWP #MomentumWealthPartners

Effective growth in wealth management requires a strategic approach aligned with your long-term vision. Recognizing that growth is a journey, not a sprint, allows advisors to make informed decisions that foster sustainable success. Ready to embark on a journey of sustainable growth? Discover how Momentum Wealth Partners can empower you with the tools and support you need to achieve your long-term vision and scale a thriving wealth management practice. --- ???????????? ???? ?????? ????????: Momentum Wealth Partners ??????????????: https://lnkd.in/eW_9MrCC #ChartYourCourse #MWP #MomentumWealthPartners #StrategicGrowth #WealthManagement #AdvisorSuccess #LPLFinancial

Momentum Wealth Partners is pleased to announce the affiliation of John Tauer and Benjamin P. Stidham from Tauer Financial Services in Tempe, Arizona. John brings nearly 30 years of experience in the financial services industry to Momentum Wealth Partners. A graduate of the University of St Thomas in St Paul, MN. John holds a degree in Quantitative Methods and Computer Science with a Minor in Economics and Finance. His career journey, which began at a small community bank in Minnesota, has equipped him with a deep understanding of diverse market conditions and the importance of personalized financial strategies. John takes a holistic approach to financial planning. His belief in managing not just assets, but also expectations, helping clients navigate challenging financial situations with confidence. Benjamin’s career in financial services spans over two decades, beginning in 1999 at Wells Fargo Bank. His journey from a part-time bank teller to a Senior Registered Client Associate at Wells Fargo Advisors has given him valuable insights into various aspects of banking and financial advisory services. His passion for helping others achieve their financial goals continues to drive his work at Tauer Financial Services. We are confident John and Benjamin's diverse experience, expertise, and client-centric approach will be invaluable assets to our team. Please join us in welcoming John and Benjamin to the Momentum Wealth Partners family! -- Follow for more: Momentum Wealth Partners website: https://lnkd.in/eukZS_dR #FinancialServices #AdvisorTransitions #FinancialAdvisors #SupportedIndependence #ChartYourCourse #WealthManagement #MWP #Momentum #MomentumWealthPartners

?????? ?????? ?????????? ???? ???????? ?????? ???????? ???? ????????????????????????? Worried about technology, security, and compliance? ?? Don't be! ?? You can leverage technology, establish stringent security protocols, and take advantage of compliance assistance Allowing you to focus on what matters most: serving your clients. ?? Swipe through the graphic below?? to find out more! #MythVsReality #TransitionPlan #Compliance #AdvisorTechnology #TransitionToIndependence #LPLFinancial #Success #Independence #Growth?#ChartYourCourse #MWP #MomentumWealthPartners -- ???????????? ?????? ????????: @Momentum Wealth Partners ??????????????: https://lnkd.in/e2eVATVb

Celebrating the spirit of American enterprise! On this American Enterprise Day, we honor the entrepreneurs, innovators, and visionaries who drive our economy forward. At Momentum Wealth Partners, we're committed to empowering advisors with the resources and support they need to build successful, independent businesses. Join us in celebrating the American dream and the countless individuals who are making a difference. -- Follow for more: Momentum Wealth Partners website: https://lnkd.in/egpeeamr

Momentum Wealth Partners is pleased to announce that Eric Delaney, CFP?, a distinguished financial advisor with over two decades of experience, has recently joined our team. Eric brings a wealth of knowledge and a strong dedication to his clients and community, underscoring our firm's mission to empower advisors and enhance their ability to serve clients effectively. Eric joins us from Cambridge Investment Research, where he built a reputation for excellence and strong client relationships. A proud Rutgers University alumnus, he combines academic knowledge with practical experience in comprehensive financial planning and wealth management. Deeply committed to community service, Eric volunteers with organizations like St. Jude's and Triangle Spokes Group, embodying our firm's core values of integrity, compassion, and community engagement. Family is central to Eric's life. As a husband and father of four children aged 11 to 22, he understands the importance of long-term financial planning across various life stages. In his free time, Eric enjoys golf, spending time at the beach, and fishing, reflecting the balanced approach he brings to client advising. At Momentum Wealth Partners, we believe well-rounded individuals make exceptional advisors. Eric's inclusion reinforces our commitment to delivering comprehensive, personalized financial guidance. We are confident that his expertise, combined with our resources and client-centric approach, will create unparalleled value for our clients. Please join us in welcoming Eric Delaney to Momentum Wealth Partners and LPL Financial. #FinancialAdvisor #Independence #Growth #FinancialAdvisor #ChartYourCourse #MWP #MomentumWealthPartners #LPLFinancial

On this Veteran's Day, we honor the brave men and women who have served our country. Their unwavering dedication, courage, and sacrifice have made our nation what it is today. Let us express our gratitude for their service and remember their contributions. To all those who served; Thank you for your service. #VeteransDay #Veterans #Military #ThankAVeteran #FinancialPlanning #VeteransBenefits #LPLFinancial #ChartYourCourse #MWP #MomentumWealthPartners?

In honor of ???????????????? ???????????????? ?????? ???????????????? ???????????????? ?????????????????? ??????????, we're proud to recognize our colleague, David Lokai, for his exceptional service as an Air Traffic Controller in the United States Air Force. David's dedication, leadership, and commitment to our team have been invaluable. His experience and expertise have significantly contributed to our growth and success. We're truly fortunate to have his influence shaping our company culture. To further honor and raise awareness for National Veterans and Military Families Awareness Month, we're privileged to share a heartfelt message from David's family, celebrating his continued legacy. Thank you, David, for your service to our country and your impact on our company. LPL Financial | Momentum Wealth Partners #NationalVeteransAndMilitaryFamiliesMonth #Gratitude #Service #Excellence #ChartYourCourse #MWP #MomentumWealthPartners #LPLFinancial

Are you a financial advisor considering Independence? Are you worried that you might not be able to offer the same services or products to your clients? ?? Discover the truth about the product offering choices advisors have when transitioning to independence! ?? ???Swipe through the graphic below???to find out more! -- Follow for more: Momentum Wealth Partners Website: https://lnkd.in/gfxFQKMD #MythVsReality #TransitionPlan #TransitionToIndependence #LPLFinancial #Success #Independence #Growth #ChartYourCourse #MomentumWealthPartners