Momentum Wealth Planning
919.323.4219
ABOUT
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Our Professionals
Meet the team that is committed to serving you.
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FAQ
Read the frequently asked questions about our firm.
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SERVICES
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Investment Strategy
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Wealth Management
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Estate Planning
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INVESTMENT SOLUTIONS
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Balanced Portfolio
Options hedged equity, fixed income, and individual momentum stocks
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Mod-Aggressive Portfolio
Options hedged equity and individual momentum stocks
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Aggressive Portfolio
Options-hedged equity, and 15-20 individual momentum stocks
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Income Portfolio
Options-hedged equity, individual momentum stocks, and covered calls.
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Office (919) 323-4219
David (919) 910-0806
Blake (919) 589 7892
BUSINESS HOURS
Monday — Friday 9am – 5pm
