At Momentum Wealth Solutions, our mission is simple: to help you protect your income, grow your wealth, and prepare for life’s unexpected turns—with financial strategies grounded in trust, clarity, and long-term impact.
Momentum Wealth Solutions was founded on the belief that real financial advice should be honest, personal, and focused on what truly matters—your family, your future, and your peace of mind. We specialize in retirement income planning, tax-efficient strategies, and legacy-building solutions that empower everyday families and business owners to retire confidently and leave something meaningful behind. Whether you’re just getting started or reevaluating your next chapter, we’re here to help you retire differently—with purpose and a plan.
At Momentum Wealth Solutions, our mission is to deliver forward-thinking, tax-efficient financial planning that empowers our clients to build, protect, and preserve wealth across generations. In keeping with that mission, founder Wes Wyrick has completed the Certified Digital Asset Advisor (CDAA) certification, an advanced designation that positions him among a small but growing number of financial professionals equipped to provide guidance in the emerging field of digital assets.
Why This Certification Matters
The financial landscape is evolving rapidly, with blockchain technology, digital currencies, and tokenized assets reshaping how wealth is stored, transferred, and grown. Wes pursued the CDAA designation to ensure Momentum Wealth Solutions remains not only relevant, but proactively positioned to serve clients navigating these new waters.
The CDAA is the industry’s leading credential for advisors who want to engage in the digital asset space with confidence and compliance. Backed by a curriculum built by experts in wealth management, taxation, law, and blockchain technology, this certification equips Wes with the technical knowledge and fiduciary insight to guide clients through a new era of investing, one that includes cryptocurrencies, decentralized finance (DeFi), and digital custody solutions.
How This Helps Our Clients
For clients who hold or are curious about Bitcoin, Ethereum, or other digital assets, Wes can now offer more than just surface-level advice. He can deliver:
Portfolio integration strategies that align digital assets with retirement, income, or legacy goals
Risk management and tax mitigation plans rooted in up-to-date compliance standards
Education-driven conversations that help clients understand how blockchain fits into a holistic financial plan
Guidance on secure custody and estate planning for digital holdings
In short, Wes completed this certification to ensure that Momentum Wealth Solutions is not just keeping up with change, we’re helping you capitalize on it. Whether you’re just learning about crypto or already invested, you now have a trusted advisor who speaks your language and puts your long-term goals first.
“In a time of universal deceit, telling the truth is a revolutionary act.” – George Orwell
At Momentum, we believe the truth is this: the financial world is shifting, and wealth is no longer built on tradition alone. It’s built on adaptability, insight, and a willingness to plan for what’s next.
If you’re ready to future-proof your financial strategy and understand how digital assets can fit into your bigger wealth picture, we invite you to contact us for a personalized consultation.
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.