Jacob Turner, Founder
STAY CONNECTED
Become a part of the Moment community and join us in building enduring wealth and a legacy of impact.
As
Seen On
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
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College Savings
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Risk Management
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Debt Payoff Plan
——
Cash Flow Planning
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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
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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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CONTACT US
MOMENT PRIVATE WEALTH
2 Cityplace Drive
2nd Floor
St. Louis, MO 63141
(314) 597-8350
STAY CONNECTED
Become a part of the Moment community and join us in building enduring wealth and a legacy of impact.
Menu
Home
CONTACT US
STAY CONNECTED
Become a part of the Moment community and join us in building enduring wealth and a legacy of impact.
STAY CONNECTED
Become a part of the Moment community for and join us in building enduring wealth and a legacy of impact.
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