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Office: 208-446-2066
Toll-Free: 855-978-6640
Fax:208-712-6761

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Experience Matters

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where my firm comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

My personal goal is to provide you with guidance that can help you understand and better define you... Learn More

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Securities offered through LPL Financial. Member FINRA & SIPC. Investment Advice offered through Financial Advocates Investment Management, DBA Momentum Wealth Strategies, a Registered Investment Advisor. Financial Advocates Investment Management, Momentum Wealth Strategies and LPL Financial are separate entities.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, ID, MN, OR, WA

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Contact

Momentum Wealth Strategies
Office: 208-446-2066
Toll-Free: 855-978-6640
Fax:208-712-6761

2480 E Harrison Ave
Coeur d'Alene, ID 83814

Send an Email

FINRA series 7, 63 held with LPL Financial FINRA series 66 held with LPL Financial and Financial Advocates Investment Management

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