Moment Private Wealth

Alex Flaugher is a financial advisor at Moment Private Wealth in Saint Louis, MO, holding Series 63 and Series 66 licenses with one year of industry experience. He previously worked at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Scottrade Inc. Outside of his advisory role, he manages a rental property in Edwardsville, IL. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing discretionary investment management and financial planning tailored to clients’ financial situations and goals. The firm emphasizes long-term, low-cost, diversified asset allocation and integrates financial planning with portfolio management.

Scott Morrison is a CFP® professional at Moment Private Wealth in Wellington, FL, with seven years of industry experience. He has worked at several firms, including The Colony Group, First Republic, Prudential, and New York Life. Outside of his advisory career, he has been involved with Elite Squad Baseball for six years. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing discretionary investment management and comprehensive financial planning tailored to clients’ financial situations and goals. The firm emphasizes long-term, low-cost, diversified portfolios typically composed of mutual funds, ETFs, and REITs, with integrated financial planning and access to private equity opportunities.

Brendan Fraleigh is a financial advisor at Moment Private Wealth with a Series 65 designation and two years of industry experience. Prior to joining Moment Private Wealth in 2024, he worked at ICONIQ Capital and held various roles related to the University of Notre Dame. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary investment management and financial planning. The firm focuses on long-term, low-cost, diversified asset allocation grounded in Modern Portfolio Theory, with many client accounts managed on a discretionary basis.

Jacob Turner is a Series 65-licensed financial advisor with five years of industry experience, currently serving at Moment Private Wealth since 2021. His prior experience includes roles with Mosaic Family Wealth and several professional baseball organizations. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing discretionary investment management and financial planning tailored to clients’ financial situations and goals. The firm emphasizes a long-term, low-cost, diversified investment approach based on Modern Portfolio Theory and integrates financial planning with portfolio management.

Luke Turner is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Moment Private Wealth since 2021 and previously spent five years at Mosaic Family Wealth. Before his advisory career, he was affiliated with the University of Missouri for four years. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing discretionary investment management and comprehensive financial planning. The firm emphasizes long-term, low-cost, diversified portfolios based on Modern Portfolio Theory and integrates financial planning with portfolio management, including services such as cash-flow modeling and tax-efficient asset location.

Karson Westhoff is a financial advisor at Moment Private Wealth in Saint Louis, MO, holding a Series 65 designation. He has been in the industry since 2024, with prior roles including positions at Focus Financial Wealth and ProPartners Team. Before entering the financial sector, Westhoff worked in education and local government roles in Missouri. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary investment management and financial planning with an emphasis on long-term, low-cost, diversified asset allocation grounded in Modern Portfolio Theory.