Wesley C. Bangs - CRPC® CDFA® 

Wealth Manager 

As a Financial Advisor with Momentum Independent Network, I've developed and refined a process that brings clarity and direction to your financial life. I call this process the STARS FORMULA—a comprehensive approach that helps families organize all the moving pieces of their finances into one clear, cohesive strategy.

Using a visual tool called an Asset-Map, we plot out your financial world on one page. This lets you clearly see if you're on track to reach your goals—and if not, we work together to explore new directions and identify actionable steps to help get you there.

Want to see if this process could benefit you and your family?
Take 15 minutes to qualify here "STARS FORMULA". 

 

                                                                     

 

What We Offer

 

At Momentum Independent Network, I provide a wide range of financial services tailored to your unique situation. Whether you're navigating the complexities of divorce or building a custom retirement plan, I'm here to help guide you with experience and clarity.

With access to a broad array of tools and resources, I work with you—and your team of professionals—to make informed investment decisions that align with your goals and values.

Specialized Divorce Planning

 

As a Certified Divorce Financial Analyst® (CDFA®), I understand that divorce is not just an emotional and legal process—it's a financial one. The financial ramifications can be life-changing, but with the right planning, you can achieve a settlement that supports your long-term needs.

Many divorce processes lack financial insight. That's where I come in. As a CDFA®, I help:

  • Interpret the financial details of your situation

  • Forecast the long-term impact of settlement options

  • Collaborate with your legal team to build a case rooted in financial clarity

  • Advocate for both men and women with impartial, numbers-based analysis

Divorce is hard—but it doesn't have to leave your financial future uncertain.

Redefining Investment Planning

 

A common misconception is that investment planning is a one-time event, focused solely on charts and numbers. But true investment planning is far more comprehensive.

I define it as an ongoing, strategic approach that considers every aspect of your financial life, including:

  • Income & expenses

  • Debt management

  • College & retirement goals

  • Tax strategy

  • Risk management (divorce, disability, death)

  • Legacy planning