Momentum Wealth Planning
Financial Services • 
Swift Creek, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | Swift Creek, North Carolina, United States |
| Phone number | +19193234219 |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
Key Contact at Momentum Wealth Planning
David Flanders
Managing Director
Momentum Wealth Planning Email Formats
Momentum Wealth Planning uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@momentumwealthplanning.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@momentumwealthplanning.com | 100% |
About Momentum Wealth Planning
Momentum Wealth was built with a foundation of risk management and seeking to limit losses for clients. During the Dot.com Bubble in 2000-2003, the market’s max loss was -49%. That means a $1M account disintegrated into $510,000. It was a bloodbath, in which all equity investors were victim. This was the turning point which triggered the creation of the Tactical Momentum Strategy. The early stages of the strategy utilized a simple stop-loss using the 200-day moving average. By the time the 2008 Financial Crisis materialized – this model performed excellently, averting a vast majority of devastating loses that plagued investor’s portfolios, and wiped out their retirement savings. Since the early 2000’s the Tactical Momentum Strategy has evolved into a strategy that seeks growth in bull markets, and hedges against significant losses in bear markets. The Tactical Momentum Strategy is the foundation of our firm, and the namesake of Momentum Wealth Planning.
Momentum Wealth Planning revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Momentum Wealth Planning has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Momentum Wealth Planning has never raised funding before.
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