Momentum Wealth Management | Matt Hightower is a wealth management firm in Columbus, GA, located at 1201 Front Ave Ste N. The firm specializes in retirement planning, serving individuals who are approaching retirement, those who are already retired, and employers seeking retirement plans. A specific focus is placed on assisting Nucor teammates. The team addresses common financial uncertainties, such as whether savings are sufficient, how long assets will last, and how to navigate Social Security and estate planning. Clients are paired with an experienced advisor, but the firm emphasizes a collaborative team effort where multiple staff members are available to assist if the primary advisor is unavailable.
The firm’s approach is built on personal connections rather than treating clients as numbers. The team has decades of combined experience helping clients plan for their future and enjoy retired life. The services offered include financial planning and investment management. Financial planning involves a comprehensive review of income, savings, debt, and insurance to determine if assets align with personal goals. Investment management is conducted as an independent, fiduciary asset manager, ensuring that recommendations are made solely in the client's best interest without ties to specific product providers. The firm works with a research team to create custom investment mixes tailored to individual objectives. The team includes Andy Minnich, AIF, as Managing Principal, and Matt James as Senior Partner, along with other qualified professionals such as Jon Leman, CFP, and AIF, and Christine Pichardo as Senior Client Service Manager.
The office is situated on Front Ave, about a tenth of a mile from West 13th Street and a twelfth of a mile from 13th Street. It is located near Mathews D. Swift Park and Woodruff Riverfront Park, both within a quarter of a mile. The Columbus Post Office is also nearby, approximately three-tenths of a mile away, and the NeighborWorks government office is within a similar distance.
The firm holds a perfect 5.00 rating from the customers who have reviewed it. This positive feedback reflects the satisfaction of clients who have engaged with the team for their retirement planning needs.
Momentum Wealth Management | Matt Hightower provides independent, fiduciary-based retirement planning in Columbus, GA, focusing on personalized financial strategies for individuals and employers.
Browse: Businesses in Columbus, GA · Wealth Management in Georgia · Businesses in Georgia
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