FINANCIAL ADVISORS
FOR ATHLETES & ENTREPRENEURS
You Bet on Yourself.
We Help You
Make the Most of It.
We're not your typical financial advisor.
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 Millet
“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
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.
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.
Risk
Management
You’re winning the financial game. We'll help you put the proper protections in place to avoid the boat sinkers.
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.
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.
Team
Coordination
If you have a great team already, all the better. If not, we'll help you build one. We integrate alongside your tax, insurance, and estate team.
Our Promise:
You’ll get better with your money. All before becoming a client.
Our Process
1.
DETERMINE FIT
A 15-minute conversation to make sure your situation matches our expertise.
2.
DREAM OUTCOME
A conversation to learn more about your dream outcome.
3.
TAILORED ROADMAP
A plan to prove that we can get you there.
Who Does Moment do their best work for?
Who Does Moment do their best work for?
Who Does Moment do their best work for?
What does your average client look like?
Why should I consider hiring Moment?
What makes Moment different from other financial Advisors?
What makes Moment different from other financial Advisors?
We are specialists in athletes and entrepreneurs.
Our athletes range from top draft picks to league all-stars. They want a team that's willing to speak the truth and make their money to last long after their playing career ends.
Our entrepreneurs range from owners at the inflection point to people planning for a life changing exit. They want a team that understands what winning looks like when you've bet on yourself.
We are specialists in athletes and entrepreneurs.
Our athletes range from top draft picks to league all-stars. They want a team that's willing to speak the truth and make their money to last long after their playing career ends.
Our entrepreneurs range from owners at the inflection point to people planning for a life changing exit. They want a team that understands what winning looks like when you've bet on yourself.
We are specialists in working with professional athletes and entrepreneurs.
Just like a pediatrician wouldn’t perform elbow surgery, that specialty is our strength.
We limit the number of new clients. This allows us to provide a service we would proudly use ourselves.
We work as a team to service our clients. We’ve proudly assembled a team of “A” players. This ensures our clients receive world-class tax, estate, insurance, and investment strategies.
We focus on educating first, then executing. We’ve been in your shoes, sat on the client side of the table, and serve as your guide to making great financial decisions.
Our clients are nearly all athletes or entrepreneurs.
This ranges from entrepreneurs earning $1,000,000 in personal income to entrepreneurs exiting for $100,000,000+.
This ranges from athletes receiving their first million dollar signing bonus to ones signing for $100,000,000+ as a free agent.
We have served them all. As such the planning, strategies, and solutions we specialize in at Moment are meant for a high net worth and ultra high net worth families.
First, let us share who shouldn’t hire our team.
If you’re looking for an advisor who will pitch the latest shiny investments or be a “yes man,” you’re in the wrong place.
We are here to serve. The advice we provide is what we implement in our own financial lives.
If you are an athlete or entrepreneur interested in lowering your tax bill, investing for the long run, and finding a trusted team to walk alongside you, we might be a good fit.
FREQUENTLY ASKED QUESTIONS
We are specialists in athletes and entrepreneurs.
Our athletes range from top draft picks to league all-stars. They want a team that's willing to speak the truth and make their money to last long after their playing career ends.
Our entrepreneurs range from owners at the inflection point to people planning for a life changing exit. They want a team that understands what winning looks like when you've bet on yourself.
We are specialists in working with professional athletes and entrepreneurs.
Just like a pediatrician wouldn’t perform elbow surgery, that specialty is our strength.
We limit the number of new clients. This allows us to provide a service we would proudly use ourselves.
We work as a team to service our clients. We’ve proudly assembled a team of “A” players. This ensures our clients receive world-class tax, estate, insurance, and investment strategies.
We focus on educating first, then executing. We’ve been in your shoes, sat on the client side of the table, and serve as your guide to making great financial decisions.
Our clients are nearly all athletes or entrepreneurs.
This ranges from entrepreneurs earning $1,000,000 in personal income to entrepreneurs exiting for $100,000,000+.
This ranges from athletes receiving their first million dollar signing bonus to ones signing for $100,000,000+ as a free agent.
We have served them all. As such the planning, strategies, and solutions we specialize in at Moment are meant for a high net worth and ultra high net worth families.
First, let us share who shouldn’t hire our team.
If you’re looking for an advisor who will pitch the latest shiny investments or be a “yes man,” you’re in the wrong place.
We are here to serve. The advice we provide is what we implement in our own financial lives.
If you are an athlete or entrepreneur interested in lowering your tax bill, investing for the long run, and finding a trusted team to walk alongside you, we might be a good fit.