Built to manage risk, from day one.
A lesson from the Dot-Com Bubble
Momentum Wealth Planning was founded on the principle of managing risk through following momentum. We saw firsthand the devastating effects of the Dot-Com Bubble in the early 2000s — portfolios cut in half, retirements delayed, years of progress erased. We vowed to always have a plan and a process to manage risk when the market trend rolled over.
From pure tactical to sophisticated hedging
The Tactical Momentum Strategy has evolved significantly since those early days. What began as a pure tactical allocation strategy — selling equity and moving to cash when trends turned negative — has grown into a more sophisticated approach that incorporates advanced options hedging strategies, including protective puts and covered calls, seeking to manage risk while aiming to stay invested.
Serving clients through every market
We opened Momentum Wealth Planning in 2024 and have been helping clients manage risk through every market environment since.