Momentum Wealth Partners

Financial advisors contemplating the transition to independence embark on a transformative journey, and at Momentum Wealth Partners, we're dedicated to illuminating every step of the path. Our strategic partnership models are meant to meet the needs of all advisors at different stages of their careers. We strive to provide the unwavering support and dedicated resources advisor’s need to succeed. Our goal is to provide you with the autonomy to chart your own course while fostering a strategic partnership that sets you up for success. Curious about what a successful transition entails? Explore our Phase 1 graphic, which outlines our process. And be sure to check back next Friday for Phase 2. By partnering with Momentum Wealth Partners, you're not just transitioning from one firm to another — you're entering the realm of entrepreneurship and gaining control over not only your clients' future, but your own as well. Our tailored approach ensures that you have the tools, support, and freedom to thrive in your new independent practice. Your journey to independence starts here. -- ???????????? ?????? ????????: @Momentum Wealth Partners ??????????????: https://lnkd.in/eyQzSTmd ?????????????? ????: [email protected] ##FinancialAdvisors #IndependenceJourney #WealthManagement #CareerTransition #SupportedIndependence #ChartYourCourse #MWP #MomentumWealthPartners #NJ #NY #PA #DE #OH #NC #AZ

In today's rapidly evolving financial landscape, technology isn't just a tool—it's your competitive advantage. Our in-house solutions are designed to streamline your operations, allowing you to focus on what truly matters: building meaningful client relationships. Discover how we leverage technology to empower advisors to build stronger client relationships, optimize portfolios, and drive practice growth. -- ???????????? ???? ?????? ????????: Momentum Wealth Partners ??????????????:https://lnkd.in/e5zzRURe ?????????????? ????: [email protected] #DedicatedITSupport #ConciergeSupport #PremiumMarketingSupport #FinancialAdvisors #ChartYourCourse #MWP #MomentumWealthPartners #NJ #NY #PA #DE #OH #NC #AZ

?????? ???????????? ???????????????????? ???????????????? ???? ???????????????? – Are You Ready to Lead the Way? The U.S. wealth management industry is at a crossroads. While demand for financial advice is surging, McKinsey predicts a shortfall of 100,000 advisors by 2034, representing nearly 30% of the workforce needed to meet client demand. This gap is driven by an aging advisor population—over 110,000 advisors are expected to retire in the next decade—and a lagging rate of new talent entering the field. At the same time, the opportunity for entrepreneurial advisors has never been greater: ?? Advisory revenues have grown from $150 billion in 2015 to $260 billion in 2024, fueled by clients’ increasing preference for human-delivered advice. ?? The number of advised relationships is projected to grow by up to 34%, reaching 71 million by 2034. ?? Nearly 80% of affluent households prefer paying a premium for personalized human advice over digital solutions. ?? The 110,000 advisors retiring control 42% of all assets under management in the industry. For advisors looking to chart their own course, this moment represents an unprecedented chance to build a thriving independent practice. At Momentum Wealth Partners, we are here to empower you with the tools, resources, and support you need to seize this opportunity. From innovative technology solutions to unwavering partnership, we help you focus on what matters most—your clients and your independence. Ready to chart your own course? Reach out today for a confidential consultation. -- ???????????? ?????? ????????: Momentum Wealth Partners ??????????????: https://lnkd.in/er6AvpFc ?????????????? ????: [email protected] * Statistics sourced from Mckinsey article 2/10/2025 McKinsey Report: https://lnkd.in/eUN7pdfj #FinancialAdvisor #WealthManagement #RIA #AdvisorShortage #SupportedIndependence #FutureOfFinance #ChartYourCourse #MWP #MomentumWealthPartners #NJ #NY #PA #DE #OH #NC #AZ

?????????? ????. ??????????????'?? ??????! ???? As we celebrate the luck of the Irish today, we want to wish you and your loved ones a day filled with joy, prosperity, and good fortune! ?? "May your troubles be less, and your blessings be more, and nothing but happiness come through your door." – Irish Blessing We believe in fostering a culture of support and collaboration, helping financial advisors achieve their goals. Just like the Irish tradition of sharing blessings, we're committed to spreading positivity and empowerment throughout our community. So, take a moment today to reflect on your own journey, celebrate your achievements, and look forward to the opportunities ahead. And remember, a little bit of Irish luck never hurts! ?? Wishing you a day as bright as gold and a future as green as the Emerald Isle! ???? -- ???????????? ?????? ????????: Momentum Wealth Partners ??????????????: https://lnkd.in/ew42dqaW ?????????????? ????: [email protected] #StPatricksDay #LuckOfTheIrish #FinancialAdvsiors #ChartYourCourse #MWP #MomentumWealthPartners #NJ #NY #PA #DE #OH #NC #AZ

Sustainable success is built on strategic planning and continuous adaptation. We empower you with the resources and insights to navigate your professional journey thoughtfully, ensuring you stay agile and focused on your long-term vision. Ready to chart your course? Learn more about our independence models click the link to our website below. -- ???????????? ???? ?????? ????????: Momentum Wealth Partners ??????????????: https://lnkd.in/eSCdqZiG ?????????????? ????: [email protected] #Leadership #PersonalGrowth #UnitedIndependence #ChartYourCourse #MWP #MomentumWealthPartners #NJ #NY #PA #DE #OH #NC #AZ

?????????????????????? ???????????? ????????????????????????! See how we're redefining advisor success by merging comprehensive support with a powerful network of like-minded professionals. This cultural shift allows you to leverage our network of advisors for collaborative growth, strategic insights, and enhanced client-centric outcomes. If you’re an advisor seeking true autonomy looking to leverage the power of partnership, then you’re in the right place. ??????’?? ?????? ?????????????? ??????????! -- ???????????? ???? ?????? ????????: Momentum Wealth Partners ??????????????: https://lnkd.in/eV744y8x ?????????????? ????: [email protected] #UnitedInSuccess #UnitedInPartnership #UnitedIndependence #FinancialAdvisor #ProfessionalGrowth #ChartYourCourse #MWP #MomentumWealthPartners #NJ #NY #PA #DE #OH #NC #AZ

Every successful independent advisor knows that true growth means continuously evolving your practice while staying true to your core vision. Our team provides the strategic insights and support to help you navigate this dynamic landscape. -- ???????????? ?????? ????????: Momentum Wealth Partners ??????????????: https://lnkd.in/eDm-hYSc ?????????????? ????: [email protected] #IndependenceJourney #FinancialAdvisor #SupportedIndependence #ChartYourCourse #MWP #MomentumWealthPartners #NJ #NY #PA #DE #OH #NC #AZ

Independence doesn't mean “going it alone”. Discover how a supportive community can amplify your success as an independent advisor. ?? Building on our proven success with Supported Independence, we're focusing on the underlying community we’ve built of talented advisors who are each an expert in the field in their own right. Learn how building with a community helps improve the chances of your success when you choose to transition to independence as an advisor. Reach out today if you’re ready to get started. ???????????? ?????? ????????: Momentum Wealth Partners ??????????????: https://lnkd.in/eF9wwJVv ?????????????? ????: [email protected] #SupportedIndependence #FinancialAdvisor #ComprehensiveSupport #ChartYourCourse #MWP #MomentumWealthPartners #NJ #NY #PA #DE #OH #NC #AZ

We’ve helped many advisors navigate their transitions to independence, so we know firsthand how important it is to keep clients feeling secure and informed during what can be a stressful time. Our #1 tip? Communicate clearly, with consistent updates to keep clients informed. This helps build trust, strengthen relationships, and makes the transition smoother for everyone. A little extra transparency goes a long way! Ready to craft a transition strategy that minimizes disruption, maximizes client retention, and positions you for continued success? Let's chat about how we can help you navigate this crucial step. -- ???????????? ?????? ????????: Momentum Wealth Partners ??????????????: https://lnkd.in/eJaWPgMY ?????????????? ????: [email protected] #SuccessfulTransitions #Communication #Priorities #tips #FinancialAdvisor #ChartYourCourse #MWP #MomentumWealthPartners #NJ #NY #PA #DE #OH #NC #AZ

?????? ???????????? ???????????????????? ???????????????? ???? ???????????????? – Are You Ready to Lead the Way? The U.S. wealth management industry is at a crossroads. While demand for financial advice is surging, McKinsey predicts a shortfall of 100,000 advisors by 2034, representing nearly 30% of the workforce needed to meet client demand. This gap is driven by an aging advisor population—over 110,000 advisors are expected to retire in the next decade—and a lagging rate of new talent entering the field. At the same time, the opportunity for entrepreneurial advisors has never been greater: ?? Advisory revenues have grown from $150 billion in 2015 to $260 billion in 2024, fueled by clients’ increasing preference for human-delivered advice. ?? The number of advised relationships is projected to grow by up to 34%, reaching 71 million by 2034. ?? Nearly 80% of affluent households prefer paying a premium for personalized human advice over digital solutions. ?? The 110,000 advisors retiring control 42% of all assets under management in the industry. For advisors looking to chart their own course, this moment represents an unprecedented chance to build a thriving independent practice. At Momentum Wealth Partners, we are here to empower you with the tools, resources, and support you need to seize this opportunity. From innovative technology solutions to unwavering partnership, we help you focus on what matters most—your clients and your independence. Ready to chart your own course? Reach out today for a confidential consultation. -- ???????????? ?????? ????????: Momentum Wealth Partners ??????????????: https://lnkd.in/er6AvpFc ?????????????? ????: [email protected] * Statistics sourced from Mckinsey article 2/10/2025 McKinsey Report: https://lnkd.in/eUN7pdfj #FinancialAdvisor #WealthManagement #RIA #AdvisorShortage #SupportedIndependence #FutureOfFinance #ChartYourCourse #MWP #MomentumWealthPartners #NJ #NY #PA #DE #OH #NC #AZ