About
About
Life is full of transitions, retirement, loss, inheritance, helping family. In those moments, it's natural to want a clear path forward. That's when we typically get a phone call. At Momentum Wealth, we intentionally serve widows (widowers), women, and families who want to be thoughtful stewards of what they've built. We focus on retirement planning and family stewardship. Helping you coordinate your income, taxes, estate, and family. So your plan fits your life, and the people you love. Our role is to listen first, make a plan, and help you move forward with confidence.
Our Philosophy
A good financial advisor has a mind of a capitalist, and the heart of a social worker. Over the years, I've learned that the most important part of financial planning isn't talking, It's Listening! We believe our role is twofold, to educate you and help you understand your choices, and to provide options for today and the future.
Natalee Elstad
Client Relationship Manager
352-415-0002
Rob Elstad
Financial Advisor
352-415-0002