STAND OUT FROM THE CROWD

ATTRACT AND GROW YOUR FIRM WITH HIGH NET WORTH CLIENTS

MOMENTUM DELIVERS CUSTOM, ROI-BASED GROWTH STRATEGIES FOR EXCEPTIONAL WEALTH ADVISORS

ABOUT US

MOMENTUM has worked with hundreds of exceptional wealth managers and institutional investment firms to grow their businesses with profitable HNW clients. Retain us to develop and execute your firm's marketing, or, hire us for a marketing project that requires additional resources and expertise. 

FEATURED roi-based growth strategies

STRATEGIC PLANNING & IMPLEMENTATION

MOMENTUM EXPERIENCE 

We have completed hundreds of strategic/targeted marketing plans resulting in business growth, increased ROI 

and the profile of clients you want.

ADVISORY BOARDS

We have led dozens of advisory boards resulting in high quality referrals.

MOMENTUM EXPERIENCE 

We have done dozens of strategic advisory boards resulting in 

quality referrals and expert insights. MOMENTUM helps you identify the right combination of board members who will provide expert feedback and jump at the chance to participate knowing it will be a valuable networking opportunity.

SURVEYS

 MOMENTUM EXPERIENCE 

Hundreds of client surveys with high response rates resulting in

greater ROI from marketing strategies.

MOMENTUM surveys uncover needs and perceptions while making your clients feel important, valued and appreciated.

EVENT CAMPAIGNS

MOMENTUM EXPERIENCE   

We have done more than 1,000 client retention and acquisition event campaigns resulting in quality prospects and new clients, from 2 to 1,500 people and budgets up to $100,000. Events include intimate gatherings for your best clients and prospects, seminars and workshops, appreciation, conferences, trade shows and more. 

FYI | ULTRA HIGH NET WORTH PEOPLE BY STATE