David Shields
CEO - Wealth Watch Advisors
Wealth Watch Advisors · 2027
MOMENTUM
Advisors Summit
May 3–5, 2027 | New Orleans, Louisiana
Big Ideas. Bold Connections. Unforgettable Momentum.
Where financial excellence meets the spirit of New Orleans.
Early-Bird Offer Ends December 31, 2026
50% Hotel Room Cost Covered
Wealth Watch Advisors will cover 50% of eligible hotel room costs for qualifying registrations completed by December 31, 2026.
The Countdown to Momentum Is On
Three days of inspiration, connections, and opportunity are getting closer.
184
Days
03
Hours
52
Minutes
47
Seconds
The Momentum Experience
This Isn't Just Another Conference.
It's Where Your Next Big Move Begins.
You work hard to help your clients build stronger financial futures. Now it's time to invest in your own professional growth.
Momentum 2027 brings together forward-thinking financial advisors, fiduciaries, investment professionals, and industry partners for three extraordinary days of learning, collaboration, and opportunity.
We're bringing the conversations, the connections, and the inspiration to one of America's most vibrant cities.
Three days. One incredible city. Opportunities that extend far beyond the conference.
Elevate Advisors. Strengthen Practices. Create Momentum.
At Wealth Watch Advisors, we believe that when advisors have the right knowledge, relationships, resources, and support, they're better positioned to serve their clients and grow their businesses.
Inspire Growth
Introduce fresh ideas and business development strategies to help advisors strengthen their practices.
Expand Knowledge
Explore investment perspectives, retirement planning solutions, technology, and emerging industry developments.
Strengthen Fiduciary Excellence
Encourage thoughtful, client-centered planning and responsible advisory practices.
Create Meaningful Connections
Bring together advisors, industry experts, and strategic partners to exchange ideas and build lasting relationships.
Turn Ideas Into Action
Help advisors return home with practical next steps they can evaluate and implement.
We're not gathering simply to talk about what's next. We're gathering to help shape it.
Come for the Insights. Leave with the Momentum.
01
Fresh Strategies for Practice Growth
Discover ideas to strengthen your business development efforts, enhance your value proposition, and identify opportunities for sustainable growth.
02
Investment & Planning Perspectives
Explore retirement income, investment management, risk considerations, and evolving client needs.
03
Smarter Ways to Serve Clients
Learn how technology, communication, and operational efficiencies can help you spend less time on administrative work and more time building client relationships.
04
Relationships That Matter
Connect with financial advisors, industry professionals, and strategic partners who understand your challenges and share your ambitions.
05
Resources to Support Your Success
Discover tools, capabilities, and support available through Wealth Watch Advisors and its partners.
06
A Plan to Take Home
Leave with new ideas, useful connections, and a clearer sense of the opportunities you want to pursue next.
You'll return home with more than memories. You'll return with ideas worth acting on.
New Orleans Is Calling
A Little Jazz. A Lot of Inspiration.
Great ideas deserve an extraordinary setting.
Imagine starting your morning with powerful conversations about the future of financial advice, spending your afternoon connecting with professionals who share your passion, and ending your day surrounded by the music, flavors, and energy of New Orleans.
From the irresistible aroma of fresh beignets to the unmistakable sound of a jazz trumpet, this is a city that knows how to make every moment memorable.
And Momentum 2027 will bring that same energy to your professional experience.
Learn with purpose. Connect with passion. Celebrate what's possible.
Bill Gastl
COO - Wealth Watch Advisors
Susan Frew CSP
AI Business Strategist . Keynote Speaker . Author
Duncan MacPherson
CEO - Pareto Systems
Jeffrey Smith
CEO - LawVisory
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[Title, Company]
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Speaker names, titles, and companies will be confirmed as they are approved for the 2027 event.
The Momentum Experience
Hear It from the Advisors Who Were There.
Great conferences are measured not only by what happens on stage, but by the ideas, relationships, and opportunities that continue long after the event ends.
The Momentum Experience
Conference highlight reel from the most recent Momentum summit.
Justin Roberts — Advisor Testimonial
An advisor shares what Momentum meant to his practice.
Benjamin Zales — Advisor Testimonial
An advisor reflects on the connections and ideas from Momentum.
100%
Of survey respondents planned to attend the following year.
71%
Rated professional growth opportunities as excellent.
78%
Rated the variety of topics as excellent.
Based on attendee survey responses from Momentum 2025.
The Early-Bird Advantage
Make Your Move Before December 31.
New Orleans is worth the trip. Momentum makes it worth the investment.
Register by December 31, 2026
Wealth Watch Advisors will cover 50% of your eligible hotel room cost.
Make your plans early, secure your place, and enjoy more of New Orleans with less of the hotel expense.
Don't wait until the year is underway to start planning your next big opportunity.
Make your commitment now, put Momentum 2027 on your calendar, and give yourself something extraordinary to look forward to.
Terms & Conditions
Full eligibility, covered nights, reimbursement procedures, and room availability will be published once Wealth Watch Advisors approves the final hotel offer policy. The details above are provisional until then.
About the Host
Wealth Watch Advisors.
Wealth Watch is an RIA designed for advisors who want to experience explosive growth in their individual practice while being connected to a larger, nationwide team of professionals and support staff.
Our advisors focus on providing superior solutions for their clients, and have access to our proven marketing systems designed to affordably put them in front of qualified prospects on a consistent basis.
Through simple but powerful technology platforms, Wealth Watch Advisors lets you spend more time with clients and less on back-office tasks.
WEALTH WATCH
ADVISORS
Plan Your Trip
Everything You Need Before You Go.
Event Agenda
Sessions, times and rooms.
Coming SoonShipping Information
For exhibitors and sponsors.
Coming SoonExhibit Floor Plan
Booth layout and locations.
Coming Soon