The Great Wealth Transfer: What Christmas Shows About Every Generation
- Forbes
How Christmas memories shape each generation’s attitudes and expectations about money, the Great Wealth Transfer, and how trillions may move across families.
We Are Here For You
Welcome!
Welcome to Money Concepts MOMENTUMgroup! Our dynamic online platform is designed to offer clients an informative portal for professional financial guidance, engage talented financial advisor recruits, and support our current network of advisors and associates.
At Money Concepts MOMENTUMgroup, we are committed to empowering clients and advisors, fostering meaningful connections, and helping drive financial growth. Explore how we can help you achieve your goals and embark on a journey toward financial prosperity. Money Concepts MOMENTUMgroup is Your Financial Solutions Partner!
Happily Serving as Your Financial Solutions Partner
Who We Serve
Are you a financial professional looking for a new home? Or maybe you're a client searching for quality financial planning, wealth management, and advisory services. Either way, Money Concepts MOMENTUMgroup is here to help. We'll be by your side throughout your journey, providing unwavering support tailored to your needs.
Consider us your strategic partner, dedicated to exploring all the options that align with your goals. We'll give you the tools, insights, and strategies to help you succeed, empowering you to make informed decisions for your business. With us, you'll have the freedom to navigate your path and the backing to unlock your full potential.
Discover How We Can Work Together for Your Best Future
Solutions for You
At the Money Concepts MOMENTUMgroup, we are dedicated to becoming your devoted Financial Solutions Partner. We understand that your financial journey is unique, and we're here to provide personalized guidance, innovative strategies, and unwavering support every step of the way. With a deep commitment to your success, our team leverages the strength of Money Concepts' resources while delivering the personalized attention you deserve. We'll build the momentum you need to work toward your financial goals. Let's connect and create a brighter financial future.
A dynamic team dedicated to empowering your financial journey
Who We Are
At Money Concepts MOMENTUMgroup, we blend tradition and innovation, backed by over 40 years of knowledge and experience in financial services. As a family business, we value our partnerships with clients, advisors, tax professionals, and financial institutions, helping to build financial legacies and more secure futures. Our mission is to provide personalized financial plans, guiding clients toward a confident retirement. Focusing on integrity and excellence, we help empower individuals and families to shape their financial futures with clarity and purpose.
Fully geared and primed to drive success — Propelling you forward
MOMENTUMgroup Equipped!
Discover the full power of the resources crafted specifically for you! These aren’t just tools—they are your keys to streamlining workflows, boosting productivity, and unlocking new levels of success. Whether it's the latest technology, training modules, or exclusive insights, everything has been designed with your growth and efficiency in mind.
Now is the time to dive in, explore, and take advantage of every resource. These tools were made for YOU—let’s use them to fuel your momentum and keep pushing toward greatness!
Stay in the Know
What's the Latest News?
Knowledge is power! The following news has been carefully selected to empower your learning. Dive into trending news, thought-provoking insights, and everything in between.
2025 Year-End Financial Checklist: Strategies For Wealthy Investors
- Forbes
Use this 2025 Financial Checklist to maximize tax savings, charitable giving and estate planning before year-end deadlines.
Bill Gates Has a Warning for AI Investors
- Investopedia
Big tech's huge data center investments fueled concerns about an AI bubble and weighed on tech stocks in November.
How many hours should employees work?
- The Economist
How much people actually work isn’t always how much they should — and there’s no universal answer. Jobs, pay, and culture all shape what feels “right.” A recent study from Duke University found that while Germans and Brits would trade some income for shorter weeks, Americans tend to prefer longer hours and bigger paychecks. Your take on the ideal workweek probably says a lot about the kind of manager — and culture — you want to build.
Handling Market Volatility
- Broadridge Content
Here are some strategies to help you cope with market volatility.
Market Month: November 2025
- Broadridge Content
The latest issue of Market Month is available.
Connecting Visions, Empowering Futures!
Let's Connect!
Navigating the world of finance is a continuous journey, and we're committed to being by your side at every stage. Whether you're a client, financial professional, or institution, our team is here to provide the support and clarity you need. Have questions or need assistance? Connect with us, and one of our dedicated professionals will be in touch to guide you further.
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Why Choose Us?
Let's make one thing clear: we’re not your typical financial institution/services firm. We're a community, a full-service hub committed to providing you with the tools you need to succeed, the freedom to chase your goals, and the support to back you up. You want to strengthen your business, create new connections, and increase your profits; we aim to help you achieve all that and more.
The company you choose to work with should, above all else, want to see you succeed, and that’s precisely what we want for you/and that’s precisely why you chose to work with us.
The company you choose to work with should, above all else, want to see you succeed, and that’s precisely what we want for you/and that’s precisely why you chose to work with us.