At Momentum Wealth Solutions, we help you take control of your financial future with strategic, tax-efficient planning. In a world of rising costs, shifting markets, and AI-driven change, you need a smart, diversified approach. We maximize multiple income streams (earned, passive, and investment-driven) to build long-term financial security.
Everything Starts with Understanding What Matters Most to You
We start by understanding what truly matters to you, your lifestyle, values, and vision for the future.
Custom, Tax-Efficient Planning That Moves with You
We create a clear, tailored financial plan designed to move with you and adapt as life evolves.
Stay Aligned, Adjust When Needed, and Keep Moving Forward
Through regular check-ins and updates, we help you stay on course and confidently move forward.
At Momentum Wealth Solutions, we do more than manage numbers—we serve people. What sets us apart isn’t just our financial knowledge—it’s the way we apply it with care, integrity, and long-term vision.
We were founded on the belief that everyone deserves access to honest, strategic financial planning—not just the ultra-wealthy. Our clients come from all walks of life, and our process is built to help you move forward, wherever you’re starting from.
We combine tax-efficient strategies, risk-aware planning, and real-life empathy to deliver guidance that’s as personal as it is practical. And we never lose sight of the bigger picture: helping you protect your family, pursue your goals, and build a legacy that lasts.
I started Momentum Wealth Solutions because I saw too many good people being underserved or overwhelmed by financial decisions. My goal is simple: to help you move forward with clarity, confidence, and purpose.
— Wes Wyrick, Founder & Financial Strategist
We left big finance to do what’s right—not just what’s profitable. Our advice is independent, conflict-free, and grounded in the belief that every client deserves honesty and transparency. So you can feel confident that our loyalty is to you—not to a sales quota.
We’ve walked the same hard roads—debt, loss, and starting from nothing. That personal experience gives us empathy you can feel and perspective you can trust. So you always know you’re working with someone who gets it.
We design strategies that prioritize sustainable income, not just savings goals. From budgeting to retirement distribution, we focus on practical, tax-efficient planning. So you can enjoy life now—and still have enough for what’s ahead.
We make complex financial topics easy to understand and act on. You get clear guidance on key areas like insurance, investments, and tax planning—no jargon, no overwhelm. So you feel empowered, not confused, when it comes to your money.
The future won’t wait; let us help you build a financial plan that gives you peace of mind today and Momentum to thrive tomorrow.