856-283-0755

Strategic Support for Financial Advisors

Empowering Your Path to Sustainable Success

At Momentum Wealth Partners, we offer strategic support that empowers financial advisors. Our team provides well-informed advice based on comprehensive industry analysis and a deep understanding of financial advisory trends. We focus on creating strategies that are sustainable and adaptable to evolving circumstances.

Comprehensive Industry Analysis

Our strategic support begins with a thorough analysis of the financial advisory industry. We monitor market trends, regulatory changes, and emerging technologies to stay ahead. This proactive approach allows us to identify opportunities and challenges, providing actionable insights for your strategic decisions.

Tailored Strategic Planning

Each advisor’s practice is unique. We develop customized strategic plans that align with your specific goals and vision. Our process includes assessing:

    • Client demographics
    • Revenue streams
    • Operational efficiencies

We create a tailored strategy that addresses your immediate needs while positioning you for future growth.

Sustainable Growth Strategies

Sustainability is at the core of our strategic support. We create growth strategies built to last, with a goal to ensure your practice remains resilient. This involves:

Optimizing business processes

Enhancing client engagement

Exploring new revenue opportunities

We help you build a robust foundation for sustained success.

Leveraging Technology for Strategic Advantage

Virtually in-house hardware / software experts

Imagine a world where your technology is reliable, your data is safe, and you can focus on building stronger client relationships.

At Momentum Wealth Partners, we’re dedicated to helping your business achieve sustainable growth. Our tailored solutions are designed with a goal to meet your specific needs and drive your business forward. By understanding your goals and challenges, we provide the support you need to succeed.

We manage your technology infrastructure, ensuring your systems are secure, reliable, and always up-to-date. Our rapid support and dedicated incident response team help you minimize downtime and mitigate risks.

We provide the tools, support, and guidance you need to succeed.

Our curated solutions and seasoned insights help you make informed decisions.

Whether you’re starting from scratch or optimizing an existing operation, we’ll establish efficient systems and guidelines for long-term success.

Collaborative Advice and Planning

Our experienced professionals are dedicated to your success. We provide collaborative advice and work closely with you on:

We support you every step of the way, ensuring you have a trusted partner to rely on.

Regulatory Compliance

Marketing Strategies

Operational Improvements

Get Started Today

Ready to chart your course to independence? Contact us today to schedule a consultation and discover how Momentum Wealth Partners can help you navigate towards your professional goals. Together, we can set sail towards a brighter, independent 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.