Momentous Wealth Management, Inc.
Momentous Wealth Management, Inc. is a registered investment advisory firm headquartered in Vancouver, Washington, founded in 2004. The firm provides comprehensive wealth management services with a focus on personalized financial planning and investment management. It serves individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. With approximately 5 employees, Momentous Wealth emphasizes client-first service, tailoring plans to client goals and values, and maintains additional offices in the Pacific Northwest. The team brings over 20 years of combined industry experience and is led by founder and CEO Todd Pisarczyk.
Investment Strategy
Momentous Wealth Management follows a client-centered wealth management approach, offering personalized investment plans and portfolios designed to match clients’ unique goals, financial situations, and values. The firm emphasizes comprehensive planning—covering budgeting, retirement savings, risk management, and legacy planning. The investment process prioritizes prudent asset allocation, diversification, and cost-efficiency, while using a mix of traditional and alternative investment strategies as appropriate for each client. Holistic advice and ongoing education are hallmarks, striving for consistent, long-term outcomes and responsive adjustments to life events or market changes.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 19.46% | $30.1M | 840,212 | $34.50 | $35.84 | +$3.5M |
V VCRB | VANGUARD MALVERN FDS | 16.44% | $25.4M | 327,879 | $76.22 | $77.58 | +$2.1M |
D DFAX | DIMENSIONAL ETF TRUST | 14.21% | $22.0M | 748,690 | $25.21 | $29.37 | +$3.0M |
D DFCF | DIMENSIONAL ETF TRUST | 10.94% | $16.9M | 400,555 | $41.47 | $42.26 | +$1.4M |
S SCHF | SCHWAB STRATEGIC TR | 9.14% | $14.2M | 640,323 | $18.53 | $22.10 | +$1.4M |