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Jacob Turner, Founder

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

As

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An Investment in Your Moment.

A few things we believe about financial planning:

• You should receive specialized advice

• It should look at your entire financial picture

• Be able to choose a service model that fits your needs

As Seen On

Build Lasting Wealth With Moment

Wealth Management Plans for ATHlETES & HIGH-GROWTH ENTREPRENEURS

Moment Foundations

Plan
FEATURES

MOMENT
ONE-ON-ONE

PLAN
INVESTMENT

Moment Foundations is our entry level two meeting process to help you answer your biggest questions. This is a great fit for those that want to self manage, get a second opinion, or have a few pressing financial planning questions.

Life Planning

——


College Savings

——


Risk Management

——


Debt Payoff Plan

——


Cash Flow Planning

——


Retirement Strategy

——


Investment Management

——

Company Benefit Planning

——


Tax-Advantaged Investing

——


Tax Planning

——


Estate Planning

——


Equity Compensation Planning

——


Salary Review & Recommendations

——

A two meeting process with our team at Moment. 



‍$2,500


Half is due at the start and half is due at completion of Moment Foundations.


Moment Map

Plan
FEATURES

MOMENT
ONE-ON-ONE

PLAN
INVESTMENT

Moment Map is our six meeting financial planning process designed to help you build a plan for every aspect of your financial life. This is a great fit for those looks to get on track with cash flow, tax planning, insurance, estate, and investments.

Life Planning

——


College Savings

——


Risk Management

——


Debt Payoff Plan

——


Cash Flow Planning

——


Retirement Strategy

——


Investment Management

——

Company Benefit Planning

——


Tax-Advantaged Investing

——


Tax Planning

——


Estate Planning

——


Equity Compensation Planning

——


Salary Review & Recommendations

——

Six one on one meeting with your Moment Private Wealth advisor.



Starting at $10,000


Half is due at the start and half is due upon completion.

Moment Manage

Plan
FEATURES

MOMENT
ONE-ON-ONE

PLAN
INVESTMENT

Moment Manage is our flagship offering to help you manage your entire financial life. This is a great fit for those that want to have one point person across their entire financial picture. We coordinate, strategize, and implement every aspect of your financial life.

Life Planning

——


College Savings

——


Risk Management

——


Debt Payoff Plan

——


Cash Flow Planning

——


Retirement Strategy

——


Investment Management

——

Company Benefit Planning

——


Tax-Advantaged Investing

——


Tax Planning

——


Estate Planning

——


Equity Compensation Planning

——


Salary Review & Recommendations

——

Quarterly meetings with your Moment Private Wealth advisory team. 


Plus daily availability.

S‍tarting at $15,000/year 


***Fees are determened based on complexity and assets Moment manages for a family.

INVESTMENT PLAN NEXT STEPS

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ANNUAL INCOME
NET WORTH

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CONTACT US

MOMENT PRIVATE WEALTH

2 Cityplace Drive
2nd Floor

St. Louis, MO  63141

(314) 597-8350

info@momentprivatewealth.com

STAY CONNECTED

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

SUBSCRIBE

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Menu

Home

CONTACT US

MOMENT

2 Cityplace Drive
2nd Floor

St. Louis, MO  63141

(314) 597-8350

info@momentprivatewealth.com

STAY CONNECTED

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

SUBSCRIBE

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