Moment Private Wealth of Creve Coeur

Moment Private Wealth is a financial planner in Creve Coeur, Missouri, specializing in private wealth and family office services for professional athletes and high-growth entrepreneurs. The firm serves clients at pivotal moments in their careers, including top draft picks, league all-stars, seven-figure business owners, and those preparing for a hundred-million-dollar exit. Their services include income planning, tax strategy, risk management, estate planning, and investment management tailored to the unique financial rhythms of athletes and founders. With a focus on long-term wealth preservation and generational planning, the firm helps clients turn short-term earnings into lasting financial freedom. Rated 5.00, Moment Private Wealth is recognized for its client-centered approach and seamless coordination with accountants, insurance agents, and other financial professionals.

The firm was founded by Jacob and Luke Turner, both certified financial planners with firsthand experience as professional athletes and entrepreneurs. Jacob, a former 9th overall pick in the MLB draft, brings deep insight into the financial challenges faced by athletes, from signing bonuses to retirement planning. The team emphasizes alignment with clients’ personal values, offering personalized strategies that extend beyond investment management to include lifestyle budgeting, charitable giving, and privacy protection. Their process is built on trust, transparency, and a commitment to treating clients’ finances as if they were their own, with a focus on purpose-driven decision-making.

Moment Private Wealth is located at 2 Cityplace Drive, 2nd Floor, in the City Place Two complex in Creve Coeur, Missouri. The office sits within a commercial district near major transportation corridors, positioned within a short drive of key regional institutions and services.

The firm demonstrates strong digital presence and credibility, with a well-optimized website that search engines index effectively and comprehensive business information consistently available across online platforms. This ensures easy discovery and reliable access for clients seeking expert financial guidance.

In Creve Coeur, Moment Private Wealth stands out as a trusted partner for those who have achieved extraordinary success, offering the strategic depth and personal commitment needed to protect and grow wealth across generations.