FINANCIAL ADVISORS
FOR ENTREPRENEURS
You Bet on Yourself.
We Help You
Make the Most of It.
Moment works with business owners before, during and after liquidity events to get you the outcome you deserve.
Your Stage
We work with entrepreneurs at every stage.
Pre-Exit
The decisions you make now determine how much you keep.
If you’re 12–36 months from a sale, you’re in the highest-leverage window of your financial life. Entity structure, tax planning, and mapping your future lifestyle to this sale… These moves are only available before an offer exists.
At Exit
The headline number and the net number are rarely the same.
You have an LOI or a deal in progress. We work alongside your deal team to make sure the financial outcome matches the multiple you negotiated. Before the IRS take their share. Our goal is maximizing what actually hits your account.
Post Exit
More money doesn’t automatically mean more clarity.
The wire hit. Now you’re managing complexity you didn’t have before. We specialize in navigating sudden wealth: Income, taxes, risk, and what comes next.
Find out where your financial plan has gaps. In just 2 minutes
Why Moment
How we're different.
O1
Specialists first.
Financial advice that is built around navigating exactly what you’re walking through.
02
Boutique experience, UHNW expertise.
Built for entrepreneurs craving a combination of accessibility and real world experience ($10M+ Average Entrepreneur Net Worth).
03
Your team coordinated.
Our multifamily office structure allows you to have one team coordinating every aspect of your financial life. Your tax, insurance, legal, and deal team all working as one unit with Moment sitting at the center.
04
Fee-only. Fiduciary. Always.
We don't earn commissions. We don't pitch products. We get paid to give you the best advice—the same advice we'd implement in our own financial lives.
Find out where your financial plan has gaps. In just 2 minutes
Jacob & Luke Turner, Co-Founders,
Moment Private Wealth
We work with entrepreneurs at every stage.
Moment has guided entrepreneurs through every phase of this process, from the founder who didn't know what to protect before the LOl, and the one who closed and couldn't explain why he felt lost to the one who nearly left $4 million on the table because nobody thought through the tax impact.
Our team has seen every version of this transition.
“Moment exists to make sure your financial outcome is as great as the sacrifices you’ve made to get here.”
—Luke Turner, Co-Founder