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(315) 980-7280
shaun@momentumstrategicwealth.com

Our StoryAbout Us

Our Founder, and PresidentShaun H. Kimball

Our Founder, and PresidentShaun H. Kimball

Leading With Purpose

Shaun built this firm around a single conviction: you come first. That means being available when you need answers, being honest when the conversation is difficult, and caring about where you end up in life, not just where your portfolio does. Every decision made here runs through that lens.

Why
Momentum

The name comes from how we think about financial progress. Real change in someone's financial life rarely happens in a single moment. It accumulates over time through good decisions, steady discipline, and a plan that holds up when circumstances shift. That's what we're here to help build.


Fiduciary First

We create strategies that are tailored to your needs and goals.

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Client-Centered

Years of experience have prepared us to guide you through your life transitions.

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Long-Term Thinking

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Contact usLet's Talk
about your plan

The first step is a simple call to see if we're the right fit for each other. Reach out today and let's talk about where you are, where you want to be, and how we can help you get there.

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