The Red Line | January 2026 Recap - Momentum Wealth Planning

Momentum Wealth Planning, LLC (“Momentum”) is a Registered Investment Adviser. SEC Registration does not constitute an endorsement of Momentum by the SEC, nor does it indicate that Momentum has attained a particular level of skill or ability. Advisory services are only offered to clients or prospective clients where Momentum Wealth Planning and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Momentum Wealth Planning unless a client service agreement is in place. All investing involves risk, including the possible loss of principal. Detailed information about Momentum Wealth Planning, LLC and our practices can be found in our Form CRS, Form ADV Part 2A, Privacy Notice, and Additional Important Disclosures.

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