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The Client Advantage

Experience the Difference of Independent Financial Advice

At Momentum Wealth Partners, our commitment to you is unwavering. We believe that financial success is achieved through personalized, independent advice tailored to your unique goals and circumstances. Our team of experienced advisors with a goal to providing you with the highest level of service, aiming to ensure that your financial journey is smooth and successful.

Our Client-First Mentality

At Momentum Wealth Partners, you are at the heart of everything we do. Our client-first mentality means you receive personalized attention, ongoing support, and proactive communication. We take the time to get to know you, your aspirations, and your concerns. Your financial plan is a reflection of your unique story, striving to ensure that every recommendation is tailored to your specific needs, goals, and financial situation.

A Holistic Approach to Financial Planning
We believe that financial planning is not a one-size-fits-all solution. It is a holistic process that takes into account every aspect of your life—from career milestones and family obligations to your retirement dreams and philanthropic goals. By understanding the full scope of your financial landscape, we craft strategies that align not only with your current situation but also with your long-term objectives.

Ongoing Support & Proactive Adjustments
Financial planning is not a one-time event; it evolves with you. At Momentum Wealth Partners, we provide continuous support and regular reviews to ensure your plan remains aligned with your changing circumstances. Whether it’s a new job, a growing family, or an unexpected market shift, we proactively adjust your strategy to keep you on track. We monitor your portfolio and financial situation closely, providing timely insights to help you make informed decisions.

Regular Reviews: We schedule periodic reviews to assess progress and make any necessary adjustments based on your evolving financial goals.

Proactive Communication: You’ll never feel in the dark. We keep you updated on market trends, legislative changes, and any economic factors that might impact your financial plan.

Responsive Advisors: Our advisors are always accessible and available to answer your questions. Whether you need a quick update or an in-depth consultation, we’re here to help.

Comprehensive Financial Planning Services

We offer a wide range of services to pursue all your financial needs:

Investment Management

Investment Management

Customized investment strategies designed to manage and preserve your wealth.

Retirement Planning

Retirement Planning

Tailored plans aim to ensure you enjoy a comfortable and confident future.

Estate Planning

Estate Planning

Strategies to preserve your legacy and ensure your wishes are honored.

Social Security Planning

Social Security Planning

Optimize your Social Security benefits with personalized timing and strategy guidance.

Charitable Giving Strategies

Charitable Giving Strategies

Create a giving plan that maximizes tax benefits while supporting your favorite causes.

High Net-Worth Planning

High Net-Worth Planning

Tailored strategies for preserving, managing, and transferring significant wealth.

Tax Mitigation Strategies

Tax Mitigation Strategies

Efficient tax strategies aim to minimize liabilities and maximize savings

Insurance Strategies

Insurance Strategies

Comprehensive coverage to protect you and your loved ones from unforeseen events.

No strategy assures success or protects against loss. Investing involves risk including loss of principal.

Join the Momentum Wealth Partners Family

We invite you to join the Momentum Wealth Partners family and experience the difference of a truly client-centered approach to financial planning. Contact us today to learn more about how we can help you pursue your financial goals and plan your future.

Chart Your Course!
ahmer profile

Ahmer Khan

Transition Specialist

Ahmer joins Momentum Wealth Partners from the world of film production where he produced commercials for some of the world’s most recognizable brands. He is a seasoned professional with over two decades of experience in operations management, process optimization, and cross-functional leadership. Known for delivering complex projects on time and within budget, he excels in his ability to lead diverse teams, streamline operations and foster stakeholder collaboration. His hands-on approach and commitment to excellence have consistently driven success in dynamic, high-pressure environments.

His proven ability to implement best practices, manage large-scale projects, and maintain strong client and vendor relationships makes him an invaluable contributor to our wealth management operations team. In his role as a Transition Specialist with Momentum, Ahmer leverages his excellent operational skills to help advisors navigate their transition journey. Ahmer also holds the Series 7 & 66 through LPL Financial as well as the Health & Life Insurance licenses.

He likes to stay busy, when not at work he enjoys spending time with family & friends. Attending and supporting his children’s sporting and artistic endeavors, playing in his local softball league, playing guitar, cooking and gardening.

stacy profile

Stacy Coldwell

Financial Advisor

Stacy Lyn Coldwell has been guiding clients toward their financial goals for over 18 years. Stacy honed her expertise in financial planning and investment strategies at PNC Investments. A graduate of Towson University, Stacy earned her degree in Business Administration with a concentration in Finance.

Stacy’s approach is rooted in her belief in building strong, trusting relationships with her clients. She values understanding what matters most to them—whether it’s preparing for retirement, saving for their children’s education, or pursuing financial independence.

lorraine profile

Lorrain Harrod

Financial Advisor

Lorraine Harrod has dedicated over 20 years to helping individuals and families pursue their financial goals with honesty, integrity, and genuine care. Her career includes impactful roles at PNC Investments and JP Morgan Chase, where she gained a deep understanding of financial planning and investment strategies.
 
Lorraine’s approach centers on building meaningful relationships with her clients, understanding their unique goals, and providing tailored guidance to help them work toward their financial future. She is especially passionate about helping others improve their financial well-being through practical and compassionate solutions.
carrie matyl profile

Carrie Matyi

Transition Specialist

Carrie started in the financial industry working for Prudential in 1995 and has worked in financial services serving clients for over 25 years. Carrie has extensive experience helping clients with their customer needs. Carrie was born in New Jersey and in 2010 moved to North Carolina where she currently lives with four children and loves being a mom.  She enjoys being an active part of her community, children's travel sports and spends her free time traveling and learning new things.

ronald.vinyard@lpl.com

814.833.5989

Ronald Vinyard

Head of Supervision

Ron joined Legacy Financial after a long career in the U.S. Army.  From that experience, he brings a sense of service, dedication, and commitment to his work and his clients.  Ron serves as an LPL Financial Advisor and Registered Principal focused on small businesses, families, and individuals in the pursuit of retirement and other financial goals. 

Ron has a Master's in Business Administration in Finance degree from Penn State and an undergraduate degree in Criminal Justice from Lindenwood University.  He has also earned the CERTIFIED FINANCIAL PLANNER™ Professional certification, the Chartered Financial Consultant™ designation, the Chartered Retirement Plan Specialist™ designation, and the Wealth Management Certified Professional™ designation.  He is Series 24 (General Securities Principal), Series 7 (General Securities), 66 (Uniform Combined State Law), and SIE (Securities Industries Essential) licensed with LPL Financial and also holds Accident, Health, Life, and Fixed and Variable Annuities insurance licenses. 

Ron is a member of the Erie Chamber of Commerce and Growth Partnership, The American Legion, Business Networking International, the Financial Planning Association, the Manufacturer and Business Association, and is on the Board of Trustees for the Erie Day School. He and his wife Nicole live in Fairview, PA, and have three children, Audrey, Adalyn, and Jackson.

Schedule with Ron at https://go.oncehub.com/ronaldvinyard 

CRPS conferred by College for Financial Planning.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Momentum Wealth Partners and Legacy Financial Consultant Services are a separate entity from LPL Financial.

 

chrissy.carpenter@lpl.com

609.922.2385

Chrissy Carpenter

Chief Administrative Officer

Chrissy Carpenter is a seasoned professional with 15 years experience in the financial industry.  Throughout her journey, she has consistently demonstrated a commitment to excellence in various roles, solidifying her reputation as reliable and proficient in the field.

With a unique blend of expertise, Chrissy stands out for her customer-centric focus and operational prowess. Her ability to navigate the complexities of the financial sector while keeping a keen eye on customer satisfaction makes her a valuable asset to our team.

Beyond her professional achievements, Chrissy is grounded in her personal life, residing in the charming locale of Medford, NJ with her husband and two boys. She spends her weekends cheering on her children as they play flag football, baseball and basketball.  Chrissy and her family love spending time in Ocean City in the summer!  Her dedication to both her career and family showcases her ability to balance the multiple facets of life.