Redefining Wealth Management
One moment
at a time.
We believe financial success hinges on making the right decision in a pivotal moment.
We are there for those moments. Blending traditional values with innovative strategies tailored for today’s complex markets.
New take on the family office
Discover how we blend traditional values with modern financial strategies, tailored for today's markets. Our approach leverages cutting-edge tools and personalized planning technologies to support clients in managing their wealth with clarity and confidence.
Multi-service Partnership
Experience our modern family office services, combining traditional values with innovative strategies designed to address today’s complex markets. We focus on providing personalized financial planning and leveraging technology to support your legacy and meet your unique financial goals.
Laser focused on building legacy
We focus on helping you achieve your long-term financial vision by employing strategies designed to support wealth preservation and growth across generations. Our commitment is to provide guidance aimed at protecting your assets while aligning with your family's goals and aspirations.
Available both in person and remote
We understand the need to talk face to face. That is why we have located ourselves in downtown San Francisco (Financial District) should any collaborative meetings need to take place. We also operate with remote tooling to work with whatever suits your needs.
With a specialized portfolio of services to fit your unique needs.
Customized solutions designed to optimize your financial success.
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Moments' investment management is defined by precision and personalization, leveraging advanced data, global market insights, and human expertise
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Customized financial plans that turn your goals into a clear path to success—empowering you to build wealth, protect assets, and achieve financial freedom at every stage.
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Proactively crafted tax strategies to reduce liability, preserve wealth, and optimize your entire financial picture.
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Gain not only access, but the right private investment opportunities, carefully curated to enhance diversification, manage risk, and drive lasting growth.
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Build a legacy that stands the test of time with estate solutions focused on asset protection, efficient wealth transfer, and seamless execution of your plans.
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Experience a service where our dedicated professionals are working tirelessly for you—combining personalized expertise with precise execution to understand your goals and deliver results that align with your vision every step of the way
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Join a community built around your success, where shared expertise and collective support drive stronger outcomes and empower every financial decision with clarity and confidence.
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Gain a competitive edge with in-depth research and exclusive market access—our insights and connections unlock high-caliber investments typically beyond reach, keeping your portfolio aligned and ahead.
Over $1B of Assets Under Management
Regulatory assets under management noted is as of January 30, 2025
Building wealth alone in today’s world can only get you so far.
Our Belief
Maximizing your wealth requires more than just advice – it demands thoughtful access to private investments, the right guidance, and seamless coordination with other professionals.
Achieving your wealth potential requires the right information at the right moment, backed by a dedicated team that aligns with you and your specific goals.
Innovative
Tax Strategies
Our tax strategies are carefully crafted to reduce liability and maximize wealth, benefitting from our deep understanding of evolving tax laws.
Holistic
Coordination
From start to finish, we coordinate your financial strategy across multiple professionals, ensuring that you are supported every step of the way.
Advanced
Tooling
Our sophisticated tools are designed to enhance decision-making, providing clarity and precision in every financial strategy.
Distinct
Access
We offer access to resources from a variety of firms, not just one, ensuring our clients benefit from a breadth of expertise and opportunities.
Customized
Solutions
Our commitment to flexibility allows us to tailor solutions specifically to our clients’ needs, adapting swiftly to changes in their lives and in the market.
Jason Cohen, CFP®
Managing Partner
2024 Forbes Best in State Next- Gen Wealth Advisor*
My passion for finance is driven by the real, lasting impact it can make in people's lives. Founding Moment Partners was about creating a firm that provides not only intelligent guidance but also a trusted partnership for life's key decisions. We take pride in helping our clients navigate significant milestones, empowering them to fulfill their goals with clarity and purpose.
Patrick Hitchcock
Managing Director
For 32 years I’ve had the pleasure of helping clients navigate financial markets through careful planning and prudent investing. I am fascinated by markets, where economics, politics and human emotions converge: helping clients understand possible outcomes while separating the “noise from the signals,” has been, and will continue to be, a primary focus.
We’re not just managing wealth; we’re redefining what it means to be a financial partner.
Scott Hampton,CFP®
Managing Partner
2024 Forbes Best in State Next- Gen Wealth Advisor*
I’ve always wanted to build a company that brings a forward-thinking, integrated approach to wealth management. By combining personalized service with strategic planning and exclusive investment opportunities, Moment Partners offers more than what traditional firms provide. Innovation and tailored solutions are at the heart of what we do because we believe true partnership is key to helping you achieve your life goals—a commitment I bring to every client relationship.
Everything begins with a conversation.
We’re here to listen, understand, and craft tailored solutions that drive growth, build your legacy, and create a lasting impact on your life and the lives of those you care about.