About Us | MOMENT PRIVATE WEALTH

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Become a part of the Moment community and join us in building enduring wealth and a legacy of impact.

This is your moment.

You’ve worked hard to get to where you are today. And you deserve a financial advisor who understands your world.

Our experiences as pro athletes and entrepreneurs have forged our perspective and shaped our approach. They built the foundation of our expertise and they have given us a personal understanding of what it's like to be in the shoes of an elite athlete and a successful entrepreneur during that moment of sudden wealth.

We created Moment to address the unique needs and circumstances of pro-athletes and entrepreneurs.

From the quiet struggles and toughest defeats to the thrill of glorious victories, we know every moment counts.

Whether it’s being there for our teammates on the field and office or our families at home—we know the importance of being present and always showing up with our best.

We work hard to protect what you’ve earned, ensure your long-term financial health and take the weight of managing the everyday details off your shoulders.

The strength of any team is built on the quality of its leaders, the skill of its players and their ability to function as a high-performing unit.

We understand the importance of building a team of experts, creating a roadmap with clear objectives and planning ahead.

Professional athletes and high-growth entrepreneurs rely on our knowledge, leadership and experience to grow their money, protect their wealth and ensure they have peace-of -mind to make the most of every moment.

Our Partners

Moment has aligned with world-class investments and solutions providers to serve our clients.

Brendan

Fraleigh

Wealth Strategist

Brendan is a Wealth Strategist at Moment Private Wealth. He comes from a wealth of experience in corporate partnerships, accounting and most recently, serving clients at a multi-billion dollar family office on the west coast, providing him a unique understanding of financial planning for ultra-high net-worth individuals.

He earned his undergraduate degree and Master’s of Science in Finance from the University of Notre Dame. He also received a Monogram letter as a Men’s Soccer Manager and continues to serve his alma mater by building and maintaining relationships with current and former student athletes.

Brendan takes pride in serving his clients and looks forward to helping those use their gifts to serve as a force for good in the world. He resides in the Bay Area with his wife Kim. Outside of the office, Brendan enjoys playing golf, listening to music, spending time with family and never misses a Notre Dame Football game.

brendan@momentprivatewealth.com

Luke

Turner

Founder & Partner, CFP®, CEPA®

Luke is a founding partner at Moment Private Wealth. Luke’s expertise is in helping entrepreneurs reduce their lifetime tax bill, create generational wealth, and exit their business efficiently. He prides himself on being a true partner for clients, helping them navigate the complexities brought on through success.

Before co-founding Moment Private Wealth, Luke served as a wealth advisor and on the leadership team at one of the fastest growing RIA’s in the country. Luke holds a BA in Finance from the University of Missouri where he was a member of the club golf team.

He is a CERTIFIED FINANCIAL PLANNER™ professional as well as a CERTIFIED EXIT PLANNING ADVISOR.

Luke resides in St. Louis, MO with his wife Brynn and their three children. Outside of the office, Luke is an avid golfer and fisherman.

luke@momentprivatewealth.com

Jacob

Turner

jacob@momentprivatewealth.com

Jacob is a founding partner at Moment Private Wealth. Jacob’s experience as a former Major League Baseball player provides him a unique understanding of the challenges individuals and families face in creating and sustaining wealth.

With first-person knowledge on how to build out sustainable lifestyles that offer long-term security, Jacob leverages the insights he has gained as an elite athlete to better counsel his clients on their unique life cycles.

Before co-founding Moment Private Wealth, Jacob was the 9th overall pick in the 2009 MLB draft. He played 11 years professionally both at the MLB level as well as internationally in the KBO. Upon retiring, Jacob worked as a wealth advisor at a billion-dollar RIA heading up their work with athletes.