Momentum Advanced Planning
Momentum Advanced Planning is a management consulting firm serving successful families, business owners and their advisors.
Momentum offers turn-key tax planning, wealth transfer, estate, charitable, and insurance services to families, institutions, and their advisors as they seek to initiate the planning process or build "additions" on an already significant set of planning strategies.
Joshua Coleman, chief executive officer, began his career in mathematical modeling and analytics for Towers Watson, an international consulting firm. He also worked with Morgan Stanley as an analyst in private equity and hedge fund of funds. Josh earned a Bachelor's degree in finance from Villanova University. He utilized these capabilities to help business owners, medical professionals and families manage their success while at KOVA Wealth Management in Wheaton, IL.
The office is located on 55 West Monroe Chicago, IL. Joshua Coleman can be reached at 312-216-1873 or by email firstname.lastname@example.org