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Step 1: Schedule a Discovery Call
This is a 30-minute intro call or Zoom to discuss what level of need for advice and guidance you are looking for at this point in your life.
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Step 2: Get Your Risk Number™
Your Risk Number by Riskalzye will give you a speed limit score designed to assess how much risk you are comfortable taking with your investment portfolio.
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Step 3: Send PDF's of your Statements
Save your current investment statements as PDF’s and upload them to the secure link below. This will allow us to do a portfolio analysis and make recommendations.
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Step 4: Complete a Client Profile
Complete an online profile with your personal information to allow us to open accounts, designate beneficiaries, and transfer investment accounts.
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Step 5: Financial Planning Questionnaire
This questionnaire is designed to gather the information necessary to begin working on your comprehensive financial plan.
What Makes Momentous Wealth Advisors Different?
Listen to Brian D. Muller, Founder and Senior Wealth Advisor talk about the Momentous Wealth Difference.
What You Can Expect As a New Client
Schedule a Discovery Call Today.
Fill out some info and we will be in touch shortly! We can't wait to hear from you!
Community Involvement
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Ambassador of the Park Nicollet Growing Through Grief Program
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Member of the Woodbury Chamber of Commerce
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Crossroads Church- Woodbury
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Member- Woodbury Pickleball Club
Momentous Wealth Advisors is a member of
Brian Muller is an Investment Advisor Representative (IAR) of XY Investment Solutions, dba Momentous Wealth Advisors LLC, a SEC Registered Investment Advisory firm.
We provide investment advisory services, which differ in services and fees from broker-dealers. It's important to understand the difference.
XYPN Sapphire and Momentous Wealth Advisors LLC Disclosures