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rob.elstad@lpl.com
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Your Life. Your Financial Professional.

From wealth management to retirement solutions, I can help women pursue their financial goals.

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Your Path to Financial Confidence

Your Path to Financial Confidence

In our practice, we serve Widows, Women, and Family Stewards, guiding them through the intricacies of retirement and the complexity of intergenerational wealth transfer.

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

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If you’re ready to work with a financial professional, let’s sit down to talk.

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I help women bridge the investment confidence gap.

Client Centered

  • Get educated and started on your investment journey.

  • Protect your family at every stage of life.

  • Develop a roadmap as unique as you are.

  • Get guidance if you see change ahead.

My Services

Specializing in the unique needs of women.

First-Time Investors

First-Time Investors

Overcome market hesitancy with education and guidance.

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Widows and Widowers

Widows and Widowers

Supporting widows and widowers

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Wealth Management

Wealth Management

Consultation and management.

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Insurance Approaches

Insurance Approaches

Protect yourself and your family.

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Estate Strategy

Estate Strategy

Support for every phase of life.

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Retirement Roadmaps

Retirement Roadmaps

One of your most important financial milestones.

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Have a Question? We’re Here to Help

Financial planning can be complex. Whether you're curious about a specific strategy or just starting your journey, ask us anything about retirement, investing, or wealth management.

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