Momentum Wealth Management Welcomes
Andrew Czarkowski as Managing Director and Partner
Momentum Wealth Management is pleased to announce the appointment of
Andrew Czarkowski as Managing Director and Partner. A veteran of the private wealth sector, Czarkowski brings over 15 years of institutional experience and a specialized focus on behavioral finance to the firm’s leadership team.
Most investors think wealth management is a math problem, but Czarkowski understands it is a behavior problem. Throughout his career — which includes tenures as Vice President at Merrill Lynch in Northbrook, Private Client Advisor at JPMorgan, and roles at UBS Financial Services — he has seen firsthand that the greatest risk to a long-term objective isn't market volatility, but emotional decision-making.
At Momentum, Czarkowski will continue his commitment to "intellectual discipline," a methodology designed to help high-net-worth individuals, business owners, and multi-generational families navigate complex financial landscapes without falling into common psychological pitfalls.
"Investing is less about what you know and more about how you behave," said Czarkowski. "My goal is to align capital with the specific lifestyle objectives of our clients through a foundation of transparency and rigorous risk mitigation."
Czarkowski’s hands-on, collaborative approach reinforces Momentum’s mission to provide sophisticated, disciplined advisory services that prioritize the human element of the portfolio.
About
Momentum Wealth Management
Momentum Wealth Management is a premier advisory firm dedicated to helping clients achieve long-term financial clarity through customized strategies, transparency, and a deep understanding of the intersection between capital and lifestyle.