Our Partners

Purshe Kaplan Sterling Investments (“PKS”) is a full-service broker/dealer and financial services firm headquartered in Albany, New York. The Firm traces its roots to 1993 when it began as a regional brokerage firm. PKS has grown substantially over the past decade and now has over 375 offices and more than 870 Registered Representatives operating in a classic open architecture environment. PKS is registered with the U.S. Securities and Exchange Commission and is a member of FINRA and the Municipal Securities Rulemaking Board.

PKS clears its trades through National Financial Services LLC, offering state-of-the-art products and technology to our Registered Representatives. In addition, PKS provides access to every major Investment Company, hundreds of Variable Annuity products and access to some of the top professional money managers in the country.

PKS is committed to providing its Registered Representatives with the freedom to offer clients a full spectrum of investment choices. PKS does not own investment products. The absence of proprietary products coupled with unrestricted access to investment products provides our Registered Representatives with the flexibility to help you achieve your investment objectives.

Charles Schwab is America’s largest and most successful RIA custodian. Schwab Advisor Services provides custodial, trading, technology, practice management, and operations support services to over 7,000 independent registered investment advisors (RIAs), representing over $700 billion in assets under management.

For over 25 years they’ve served the needs of RIAs and helped advance an industry that helps independent registered investment advisors and their clients thrive. Through decades of experience, they know that there is no one-size-fits-all approach to serving RIAs, and they work to provide advisors with personalized support, best-in-class products, and hands-on expertise to help each advisor meet his or her goals.

Our areas of core competency include:

• Tax Structures (Corporate & Individual)
•  Business risk mitigation
• Asset protection / loss of capital
•  Key employee retention
• Succession
• Legacy perpetuation
• Charitable giving

With Momentum, you’ll have access to a dedicated advanced planning group and established network of service providers with expertise in the legal, tax, actuarial science, and risk management fields.

We are a complete resource for your practice, with extensive experience in all areas of advanced planning.

For more information, please visit www.momentumap.com