FINANCIAL ADVISORS
FOR ATHLETES & ENTREPRENEURS
You Bet on Yourself.
We Help You
Make the Most of It.
A Multi-Family Office Built For You
Top Draft Picks
Our clients are:
Seven-Figure
Business Owners
League All-Stars
Hundred-Million-Dollar
Free Agents
Hundred-Million-Dollar
Exit Entrepreneurs
Built for You, Founded on Experience,
Proven by Outcomes
“They work hand in hand with every part of your financial team... and really make it feel like white glove service.”
Blake S.
“What I appreciate most is how seamlessly they collaborate with our accountant, insurance agent, and other professionals to ensure every part of our financial picture is aligned.”
Maggie R.
“Just got drafted to the MLB this year and they have set everything up for me not only for year to year but for my future!”
Conor E.
“What stands out most is their focus on purpose and alignment. They don’t just manage money; they help you connect financial decisions to what actually matters in your life.”
Trevor H.
“Working with Jacob and the team at Moment Private Wealth was the second best business/financial decision of my life. The first was starting my business.”
Mike W.
“Not many people truly care like these guys do, and it's rare that an advisor looks out for you like it's their own money!”
Steve G.
“The team took the time to understand my goals, clearly explained every decision, and made complex financial strategies feel simple and actionable.”
Randy S.
“Beyond financial planning and investment management Jacob also has helped review private investment opportunities, and introduced me to relevant business contacts as well. White glove service, 11/10.”
Tom S.
“The oversight across my entire business and financial life has been really helpful, from tax to insurance and estate planning.”
Andrew H.
“What I appreciate most is how seamlessly they collaborate with our accountant, insurance agent, and other professionals to ensure every part of our financial picture is aligned.”
Maggie R.
“The term 'financial advisor' isn't enough to capture everything Jacob and Luke do for our family. They are our trusted advisors, teachers, and friends.”
Jordan H.
“If you’re looking for a financial advisory team that blends world-class expertise with genuine human care, look no further.”
Randy S.
“They bring deep expertise in wealth management and, more importantly, a genuine commitment to understanding and supporting your personal goals and ambitions.”
Jonathan M.
“Working with Jacob and the team at Moment Private Wealth was the second best business/financial decision of my life. The first was starting my business.”
Mike W.
“From educating us on long-term investing to working with us to create an estate plan, they've taken a truly holistic approach to our wealth management and success.”
Jordan H.
As Seen On
Moment Services
01
Income Planning
The only three things we can do with money are save it, spend it, or give it away. We help you create the outcome you always wanted with all three.
02
Tax Planning
Taxes are your largest lifetime expense. We’ll help you build a plan that looks years into the future, so you don’t leave the IRS a tip.
03
Risk Management
You’re winning the financial game. We'll help you put the proper protections in place to avoid the boat sinkers.
04
Estate Planning
It sounds daunting, but it doesn’t have to be. We'll provide direction and protection to the things you care about most: family, resources, and legacy.
05
Investment Management
You need a plan that considers every asset you have, not just your stock market investments. We help you build a tax efficient portfolio that works today and for years to come.
06
Team Coordination
Beyond the plan, there's the day-to-day. We coordinate your full team—agent, CPA, attorney, insurance—and run point on every aspect of your financial life.
Our Promise:
You’ll get better with your money.
All before becoming a client.
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