Momentous Wealth Management

Your personal concierge as you journey through momentous milestones.

Financial planner in Vancouver, WA (show on map)

5.0

★★★★★

3 reviews

A Registered Investment Advisor (RIA) offering personalized wealth management and financial planning services.

Call (360) 597-4570

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About

Momentous Wealth Management was born from the idea that wealth management should be about the client, not the firm. Founded by Todd Pisarczyk after leaving a corporate brokerage, the firm has grown from a single independent practice in 2004 to a Registered Investment Advisor (RIA) registered with the SEC.

The firm operates on the principle of putting clients first, evidenced by their fee structure, investment offerings, and the level of detail in each personalized financial plan. They serve individuals and families at all stages of life, from those just starting their careers to those enjoying retirement.

Client-first culture (founder left corporate firm to prioritize clients)

Personalized financial plans with high attention to detail

20+ years of experience in the investment industry

Free new client onboarding process

Registered Investment Advisor (RIA) registered directly with the SEC

Services

Wealth Management

Comprehensive financial planning and investment management tailored to your life goals.

Personalized financial plans Investment policy statements Regular portfolio reviews Quarterly client webinars

Trust Services

Managing investments according to your wishes, working with your chosen trustee.

Working with family or corporate trustees Partnerships with Charles Schwab Trust Company (CSTC) Continuity and trust in protecting legacy

Charitable Giving

Strategies to maximize tax benefits and support the causes you care about.

Maximizing tax benefits Supporting charities you care about Legacy planning

Retirement Planning

Creating retirement income plans and strategies for the golden years.

Maximizing retirement income Social Security and pension optimization Tax efficiency Long-term care strategies

New Client Process

A free, no-obligation process to get to know the firm and build a financial plan.

Free initial consultation No cost to get started Personalized discovery

Credentials & Certifications

Registered Investment Advisor (RIA)

Since 2017

FINRA Broker Check

AAMS® (Todd Pisarczyk)

CFP (Linde Carroll)

CRPC (Taylor Vilhauer)

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is Momentous Wealth Management? +

Momentous Wealth Management is a Registered Investment Advisor (RIA) offering personalized wealth management and financial planning services, founded in 2004 and headquartered in Vancouver, Washington.

What services do you offer? +

We offer wealth management, trust services, charitable giving strategies, retirement planning, and a new client onboarding process.

Where are you located? +

We have offices in Vancouver, Washington (headquarters), Lake Oswego, Oregon, and Scottsdale, Arizona.

Do you work with new clients? +

Yes, we offer a free new client process that includes a 15-30 minute connection call, exploration of your goals, and a written financial plan.

Who do you work with? +

We work with individuals and families at all stages of life, from those just starting their careers to those enjoying retirement.

What makes Momentous Wealth Management different? +

We put clients first, not the company. Our founder left a corporate firm because he was frustrated by the culture of putting the company first and the client second.

Is there a cost to get started? +

No, our new client process is offered at no cost to ensure you feel like it's a good fit.

How long has the firm been in business? +

The firm was founded in 2004, making it over 20 years old.