Momentum Wealth Management is a fee-based fiduciary registered investment adviser serving ultra-high-net-worth families, family offices, founders, entrepreneurs, professional athletes and entertainers, private foundations, and other institutions. Based in Northfield, Illinois, the firm coordinates wealth planning and investment services through one team, aiming to align clients’ financial strategies with their goals, risk tolerance, and long-term needs. Its integrated approach brings together four disciplines: planning, investing, tax, and estate strategy, with the aim of keeping decisions connected as circumstances change.

Services include financial and retirement planning, investment management, insurance and risk management, business succession, strategic tax planning, and estate planning. For institutions, Momentum offers support to foundations and endowments, including outsourced chief investment officer services. The firm describes its solutions as tailored rather than one-size-fits-all and emphasizes transparency about holdings and compensation, along with a fiduciary commitment to putting clients’ interests first. Momentum also provides educational resources, including articles, guides, whitepapers, and calculators, to help clients explore wealth-related topics.