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 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 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 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 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 help achieve financial freedom.
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Proactively crafted tax strategies to reduce liability, preserve wealth, and optimize your financial picture.
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Build a legacy that stands the test of time with estate solutions focused on asset protection and wealth transfer.
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Experience a service where our dedicated professionals are working tirelessly for you. We aim to understand your goals and deliver results that align with your vision.
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Gain a competitive edge with in-depth research and insights that help your portfolio stay aligned.
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
Optimizing your wealth requires more than just advice – it demands thoughtful access to the right guidance and 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.
Thoughtful
Tax Strategies
Our tax strategies are carefully thought through to align with your plan and goals.
Holistic
Coordination
We coordinate your financial strategy across multiple professionals, ensuring that you are supported throughout the process.
Advanced
Tooling
Our sophisticated tools are designed to enhance decision-making, providing clarity and precision in your financial strategy.
Diversified
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
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
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 investment opportunities, Moment Partners offers more than what traditional firms provide. Tailored solutions are at the heart of what we do because we believe true partnership is key to helping you achieve your life goals which is a commitment I bring to every client relationship.
Everything begins with a conversation.
We’re here to listen, understand, and craft tailored solutions that helps drive growth, build your legacy, and create a lasting impact on your life and the lives of those you care about.