It’s time.
Build your moment.
We believe every financial success story starts with making the right decision during a pivotal moment.
We see it time after time— if we don’t leverage the financial advice we need, we miss the opportunity to maximize our potential.
This is why we started
Moment Partners
Assembling an experienced team to work intimately with you, providing meaningful insights and personalized strategies to properly guide you through life’s key moments.
What we do
Financial
Planning
Precision-built financial plans that turn life goals into actionable steps, helping you build wealth, protect assets, and achieve financial freedom at every stage.
Investment Management
Meticulously crafted portfolios driven by data insights and a personalized touch, thoughtfully aligned with your financial goals to optimize performance and tailor asset allocation uniquely to you.
Community
Step into a community dedicated to advancing your goals, where collective wisdom and shared experiences bring clarity and strength to every financial decision
Tax
Planning
Leverage tax strategies designed to reduce liability and preserve more of your wealth, specifically crafted to your income profile and investment approach.
Service &
Execution
Experience a service where you’re always connected to a dedicated professional—our team combines personalized expertise with precise execution to understand your goals and deliver results that align with your vision every step of the way.
Estate
Strategies
Build a legacy that stands the test of time with estate solutions focused on asset protection and ensuring your plans unfold just as intended.
Research
& Access
Gain the advantage of in-depth research and market access that goes beyond the ordinary—our insights and connections open doors to high-caliber investments typically beyond reach, giving your portfolio a distinct competitive edge.
Alternative
Investments
Gain access to private investment opportunities designed to expand diversification, manage risk, and position your portfolio for enduring growth.
Experience
& Expertise
Building and growing a team of advisors who are all focused on what is ahead.
Scott Hampton,CFP®
Managing Partner
Wealth Advisor, Co-Portfolio Manager
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.
Jason Cohen, CFP®
Managing Partner
Wealth Advisor, Co-Portfolio Manager
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
Wealth Advisor, Co-Portfolio Manager
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.
Our Team
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Sushma Sada Shankar
Vice President
Client Partners -
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Jose Garcia
Vice President
Client Partners -
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Brandon Hagerla
Associate
Wealth Advisor -
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Scott Hampton, CFP®
Managing Partner
Wealth Advisor, Co-Portfolio Manager -
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Allison Roullier
Sr. Associate
Client Partners -
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Patrick Hitchcock
Managing Director
Wealth Advisor, Co-Portfolio Manager -
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Jason Cohen, CFP®
Managing Partner
Wealth Advisor, Co-Portfolio Manager
Partner with us in
person or remotely
Our office is conveniently located in downtown San Francisco and we would love to see you there. Can't make it to the office? No worries - we've got you covered with teleconferencing.
535 Mission St.
San Francisco, Ca 94105
