Momentum Wealth

Momentum Wealth Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Momentum Wealth, Financial planner, 849 N. 900 W, Orem, UT.

With a deep focus on creating efficient retirement plans, helping clients adapt to volatile economic environments and an unwavering commitment to personal service, Momentum Wealth maintains the atmosphere and attention of a small family office.

07/17/2026

How much can you safely withdraw in retirement? 💰

For decades, the "4% rule" has been the golden standard. But lately, experts are throwing around everything from 3% to 8%.

Here's the truth: focusing strictly on the numbers means we are having the completely wrong debate.

Watch to find out why the standard approach to retirement planning is shifting!

07/15/2026

You can’t just flip a switch on day one of retirement and suddenly feel comfortable spending the money you spent 40 years saving.

If you’ve spent decades associating pleasure with saving and pain with spending, retirement requires a massive mental shift. That built-in fear of spending is real, and it can stop even the wealthiest retirees from living the lifestyle they've truly earned.

Retirement planning is about more than just numbers - it's about preparing for the emotional transition.

💡 Give yourself the time, resources, and reassurance you need to navigate this next chapter.

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Which retirement personality are you? Most people have no idea, but your "type" often reveals more about your retirement...
07/13/2026

Which retirement personality are you? Most people have no idea, but your "type" often reveals more about your retirement risks than your actual portfolio does. From the "Uncertain Planner" to the "Tax Time Bomb," find out where your blind spots are before they become problems.

Watch Here: https://youtu.be/Ygu8TQKaHh8

07/08/2026

Are you still thinking like an accumulator?

After 30 years of successful saving, it can be incredibly difficult to turn off the mindset that got you to retirement. However, retirement is a different stage of life with a different set of rules. It’s time to stop focusing only on growing assets and start focusing on enjoying them.



This content is for educational purposes only and does not constitute investment, legal, or tax advice. Retirement distribution strategies, including tax mitigation and spending sequences, are complex and should be tailored to your individual financial situation. Investing involves risk, including the potential loss of principal. Mention of specific account types like 401(k)s and Roth IRAs does not guarantee future results or tax benefits. Please consult with a qualified financial professional or tax advisor before making any behavioral or logical decisions regarding your retirement plan.

What if you could retire 8 years earlier than you planned without saving an extra penny? 🤯For many, retirement isn't bas...
07/06/2026

What if you could retire 8 years earlier than you planned without saving an extra penny? 🤯

For many, retirement isn't based on a plan—it's based on a "feeling." Usually, that feeling is fear. In our latest video, Nico shares how a "composite" client realized she could retire at 64 instead of 72 just by looking at her actual numbers.

📺 Watch the full video now! https://youtu.be/dUXbsOWyPik

07/04/2026

🎆 Happy 4th of July from all of us at Momentum Wealth!

This one's extra special. It's America's 250th birthday, two and a half centuries of the freedom we get to celebrate today.

Freedom is one of the things we work hardest for. Not just on the 4th, but in retirement too. The freedom to spend time how you want, with who you want, without worrying about the money part.

Enjoy the fireworks, the family, and the day off. Here's to 250 years, and Always Forward.

07/01/2026

Retirement isn't just the end of working; it’s the start of a completely different game. For years, the goal was accumulation—maxing out the 401k and growing assets. But once you hit the distribution stage, the rules change. It’s no longer just about how much you’ve saved, but how you coordinate those pieces to create lasting income and reduce taxes. Remember: what got you here may not be what gets you there.

06/29/2026

Thinking about retiring? It's about more than just a single number.

True retirement readiness comes from asking the right questions:

How much do you have versus how much do you need?
What income sources can you rely on and what gaps need to be filled?
Have you considered healthcare and longevity risks?

Retirement isn't black and white. If you are within five years of retiring, now is the time to ensure every dollar has a purpose so you can step into the lifestyle you’ve earned.

06/26/2026

What do you want your money to actually do for you?
At Momentum Wealth, we believe it’s not just about seeing your accounts grow; it’s about what that growth is for.
Whether it’s traveling with your grandkids or volunteering in your local community, every dollar should have a purpose.
Align your financial plan with your real-life goals to ensure your money is serving its greatest purpose: giving you the lifestyle you’ve worked so hard for.

06/24/2026

Are you 100% sure you’ll be okay when you finally stop working? 🧐

Many people wait until they are already in retirement to have crucial conversations about their financial future. But the reality is that a plan is never truly "done." To ensure you have the retirement you’ve always dreamed of, you must continue to review and test your plan even after you've retired.

Markets, taxes, and healthcare are always evolving. We recommend a full review every 6 to 12 months to stay ahead of the curve.

Don't wait for a mistake to realize you're missing a crucial tool in your financial tool belt. Let’s start pressure testing your plan today.

Address

849 N. 900 W
Orem, UT
84057

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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