Momentum Private Wealth Management

Momentum Private Wealth Management offers customized investment management and financial planning services for individuals, high-net-worth families, trusts, and retirement plans. The firm builds tailored portfolios using a mix of mutual funds and exchange-traded funds, focusing on long-term growth and strategic asset allocation. In addition to managing investments, Momentum Private Wealth Management provides comprehensive financial planning covering retirement, taxes, estate planning, cash flow, and insurance. Clients with at least $500,000 in investments receive financial planning services included at no additional cost as part of their portfolio management fee. For clients with smaller portfolios, standalone financial planning is available for a fixed fee. Led by founder and Certified Financial Planner Austin Hon, the firm operates as a registered investment advisor based in Cedar Park, Texas, and is legally required to act in your best interest.