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Your Path to Financial Confidence

At Momentum Wealth, we're located right in the heart of one of America's largest retirement community, serving retirees and their families.

Our services encompass everything from financial planning, investment management, estate planning, tax optimization planning, to charitable giving.

Client-Centric Financial Guidance

Our process at Momentum Wealth begins with building a deep connection with our clients, ensuring that we're the right fit for you, and vice versa.

You can rely on us to address your questions about retirement income and pursue financial confidence for you and your family.

Knowledgeable Advisors for a Decade

Momentum Wealth isn't just about numbers; we're about making your life better.

Our clients find confidence from the stress of financial uncertainty when they work with us.

Steven C. Van Voorhees, Jr.

Steven C. Van Voorhees, Jr.

Steven is dedicated to helping individuals achieve their dream retirement. He specializes in crafting personalized retirement plans, drawing from his diverse background and financial acumen. 

Meet Steven
William H. Blankenship, II

William H. Blankenship, II

William goes above and beyond in his mission to help clients pursue their dreams and work toward their financial future. To William, clients are not just portfolios; they are family.

Meet William
Resource Center

Resource Center

Welcome to our Resource Center, where you can access a wealth of information to create an investment strategy tailored to your risk tolerance, time horizon, and financial goals. Our center is not limited to investments alone; it covers a broad spectrum of financial topics.

Market Commentary

Market Commentary

Explore our Market Commentary to access valuable information and insightful content curated by our experienced advisors. Stay informed about the latest market trends, investment strategies, and financial insights that can impact your financial decisions. 

Empowering Your Financial Future

-Momentum Wealth