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YOU DESERVE A FINANCIAL ADVISOR WHO HAS WALKED IN YOUR SHOES.

Financial advisors for

pro-athletes & high-growth

entrepreneurs.

YOU DESERVE A FINANCIAL ADVISOR WHO HAS WALKED IN YOUR SHOES.

Financial

pro-athletes

entrepreneurs.

& high-growth

advisors for

As

Seen On

As

Seen On

As Seen On

Build lasting wealth with Moment.

Reduce

your taxes.

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Invest

smarter.

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Protect

your wealth.

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Remove

financial stress.

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Create financial

flexibility.

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Plan for

the longterm.

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Make the most of your wealth with a financial team that understands your world.

Sudden wealth is the moment an athlete signs their first major contract. It's the moment an entrepreneur finally gets traction on their big idea.

 

It's a life-changing moment that often only comes around once. You deserve a financial advisor that will be by your side with the knowledge and expertise to ensure you make the most of it.

Our years walking in your shoes have given us the experience and perspective to provide pro-athletes and entrepreneurs with financial management tailored to your unique needs.​ Get the most out of your wealth by surrounding yourself with a team that has the background to create financial solutions and strategies that fit your world.

Maximize your wealth with Moment.

Custom wealth management solutions built to meet your unique needs.

Income

planning.

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Tax

planning.

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Risk

management.

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Estate

planning.

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Investment

management.

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Team

coordination.

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Is Moment right for you?

Whether you’ve just been drafted, or your business is hitting its stride, you’ve hit that moment in your life where everything has changed.

Professional Athletes

Whether you're about to sign your first big contract or you're at the top of your game, we know what it's like to be in your shoes. And we know the kind of financial advice and support you need to protect your money, grow your wealth and have peace-of-mind.

High-Growth Entrepreneurs

The long hours have payed off. You are realizing your vision and generating strong cash flow or exiting with a substantial payday. You want a financial team you can count on to make the most of your money, protect what you've built and get the day-to-day management off your plate.

When Mark was picked first round in the draft his family wanted to hire a financial team that had the experience they lacked, Moment Private Wealth helped ensure Mark had a plan to minimize taxes, grow his money and protect his wealth in the futre.

Pro Athlete

Mark and his family wanted to hire a financial team that had the experience they lacked. Knowing they had one chance to “do this right” we helped them make the right moves. 

Entrepreneur

Ben was ready to take the chips off the table. He had spent his life building his company. He knew he only had one chance to sell his business and we helped him make the most of it.

Bryce hired Moment Private Wealth to ensure that he was able to create generational wealth with his next free agent contract.

Pro Athlete

Bryce was an elite athlete at the top of his game. The years of work led to the opportunity to sign an eight-figure free-agent deal. We were there to ensure he made the most of it.

03

Laura hired Moment because she needed a financial team that would act as her personal CFO. Moment Private Wealth created a saving and investing plan to help her grow her money.

Entrepreneur

10 years into her business, Laura had gone from barely making payroll to earning seven figures of income. We helped her maximize each element of her financial success. 

04

Case

Studies

We've been there. We know the exhilarating feeling of success & sudden wealth.

 

We also understand the anxiety & questions that come along with your first big payday.

 

We will help you make the most of your wealth so you can enjoy your big moment. 

When Mark was picked first round in the draft his family wanted to hire a financial team that had the experience they lacked, Moment Private Wealth helped ensure Mark had a plan to minimize taxes, grow his money and protect his wealth in the futre.

Pro Athlete

Mark and his family wanted to hire a financial team that had the experience they lacked. Knowing they had one chance to “do this right” we helped them make the right moves. 

Entrepreneur

Ben was ready to take the chips off the table. He had spent his life building his company. He knew he only had one chance to sell his business and we helped him make the most of it.

Bryce hired Moment Private Wealth to ensure that he was able to create generational wealth with his next free agent contract.

Pro Athlete

Bryce was an elite athlete at the top of his game. The years of work led to the opportunity to sign an eight-figure free-agent deal. We were there to ensure he made the most of it.

03

Laura hired Moment because she needed a financial team that would act as her personal CFO. Moment Private Wealth created a saving and investing plan to help her grow her money.

Entrepreneur

10 years into her business, Laura had gone from barely making payroll to earning seven figures of income. We helped her maximize each element of her financial success. 

04

Case Studies

We've been there. We know the exhilarating feeling of success and sudden wealth.

We also understand the anxiety and questions that come along with your first big payday.

We will help you make the most of your wealth so you can enjoy your big moment. 

Get started with Moment.

YOU DESERVE A FINANCIAL ADVISOR WHO HAS WALKED IN YOUR SHOES.

10 Biggest Mistakes We See Entrepreneurs Make (And How To Fix Them).

Get our free guide with a step-by-step plan you can start using today to maximize and protect your wealth.

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Submit your email below then check your inbox for a link to download our wealth guide for entrepreneurs.

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10 Biggest Mistakes We See Pro-Athletes Make (And How To Fix Them).

Get our free guide with a step-by-step plan you can start using today to maximize and protect your wealth.

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Submit your email below then check your inbox for a link to download our wealth guide for pro-athletes.

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Maximize your wealth with our free guides.

10 Biggest Mistakes We See Pro-Athletes Make (And How To Fix Them).

Get our free guide with a step-by-step plan you can start using today to maximize and protect your wealth.

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