Momentum Wealth,
849 North 900 West, Orem, UT 84057
About Us
Momentum Wealth is a finance institution located at 849 North 900 West, Orem, Utah, United States. Our team of experts believes that everyone deserves to enjoy their retirement after years of hard work. We provide stable income solutions to give you comfort and freedom in your lifestyle, as well as a plan to cover all your healthcare needs. Our forward-thinking approach helps you make an impact and leave a legacy, with our Retire Forward Process™ designed to build holistic financial freedom.
Founder Nico, coming from a family of immigrants, understands the importance of perseverance and tenacity in achieving financial goals. After witnessing his parents struggle during the 2008 financial crisis, Nico founded Momentum Wealth to help others build the confidence they need for a fulfilling retirement. With a focus on efficient retirement planning, adapting to economic changes, and personalized service, Momentum Wealth offers the atmosphere of a small family office.
We prioritize client relationships by providing education, appreciation, and charity events. Our goal is to help you create a secure future for yourself and your loved ones. Schedule a call today to start your journey towards a retirement worthy of your hard work and sacrifice.
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Hours open
Monday:
9:30 AM - 5:00 PM
Tuesday:
9:30 AM - 5:00 PM
Wednesday:
9:30 AM - 5:00 PM
Thursday:
9:30 AM - 5:00 PM
Friday:
9:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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Photos
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Reviews
"Pesci Financial is wonderful to work with. Nico and the whole team are totally focused on doing the right thing for each customer. In my experience they definitely go above and beyond what is typically expected!"
"Always pleasant to work with, they are very knowledgeable and have the clients best interests at the heart of their business. Plus they are fun! I highly recommend. -Shannon P."
"Recently we had a mix up with a time sensitive check not being delivered to our home address or our new temporary address due to some problem with our mail not being forwarded. As soon as we figured out we hadn’t received the check, Pecci Financial jumped in to save the day by contacting the issuing bank to have the check stopped and then having them reissue it immediately. They did all this over the holidays when it’s usually impossible to reach any business. We so appreciate their willingness to go to any length to helps us out, no matter their inconvenience. We are glad to be with this service oriented business. They take care of every detail and know us personally."
"It’s like having a knowledgeable, trustworthy family member as a financial advisor. We compared many and believe Nico clearly has better judgement for financial planning than anyone else we have encountered."
"Previously I was with a large national financial planning firm. They were good. But do me, I really wanted a person that I could have an ongoing professional relationship with (that didn’t get replaced every 18 months or so) and a staff that I know. Nico and his staff are the greatest. They are competent, professional and work hard to care about us and our financial goals and desires. Plus they hold great educational and client appreciation events!"
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