Complimentary Portfolio Review

At Momentous Wealth Advisors, we understand that the financial landscape is ever-changing, and it is essential to regularly assess and adjust your investment portfolio accordingly. To get started we will need a copy of your current financial statements and your Risk Number™ assessment which you can get by clicking the link below titled “What Is Your Risk Number?

Using Nitrogen Wealth, we will evaluate the performance and overall health of your investments and determine whether your current asset allocation and investment strategies are still in line with your financial objectives and help you identify any areas for improvement.

Step 1. Establish your Risk Number™:

Understanding your Risk Number™ is essential in optimizing your portfolio to be aligned for your particular stage of life and financial goals.

Step 2. Assess your Current Asset Allocation:

We will analyze your current investment holdings, diversification, and asset allocation strategy and review your portfolio performance against relevant benchmarks and identify any potential gaps or areas for improvement.

We use Riskalyze by Nitrogen Wealth to access the GPA Score of your portfolio. The Riskalyze GPA measures the efficiency of an investment, strategy or portfolio with respect to how much potential return is realized or expected per unit of potential risk.

Step 3. Identify Opportunities for Improvement:

After thoroughly evaluating your portfolio, we will provide personalized recommendations based on your financial objectives and Risk Number.™ These recommendations may include potential additions, adjustments, or reallocations within your portfolio to enhance its long-term performance and lower fees.

Click on the link below to get started.