Podcast Episode 1 – At the Kitchen Table with Momentum Advisory Group

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Episode 1, in the series ‘At the Kitchen Table’ from Momentum Advisory Group.

This podcast is a way to share stories from families we support and our family advisor partners. These stories share a common theme – a critique of the idea that to be wealthy is not just about how much money you have but how you put your family’s resources to use for future generations.

We are a small family business helping families redefine what it means to be wealthy.
In Episode 1 we talk about our philosophy, what we do, who we are and what our work means to us, and the families we support.

Listen to the episode below: