Hi, I’m Serge!
I am the Financial Wealth Coach & Founder of Momentum Wealth Strategy Coaching.
Many financial advisors require large investment balances before they’ll work with you, leaving many individuals and families without the guidance they need to make confident investment and retirement decisions.
That’s why I founded Momentum Wealth Strategy Coaching. I created this platform to deliver the honest, transparent financial education and coaching that most people are never offered. With no commissions, no hidden fees, and no account minimums, I help everyday investors understand their portfolios, evaluate risks, and make confident decisions.
As your Financial Wealth Coach, I am dedicated to empowering you with the knowledge and skills to understand your portfolio and think and act like an investor as you build wealth with confidence and intention.
A Heart For Your Future
I genuinely care about seeing families succeed. There is nothing more rewarding to me than seeing the "lightbulb moment" when a client realizes they have the power to secure their own legacy. I’m here to provide the map and the confidence; you stay in the driver's seat.
A Quick Note on My Role: I am a Wealth Education Coach, not a professional financial advisor. I do not manage assets or provide licensed investment, tax, or legal advice. Think of me as your financial mentor—I provide the education and tools so you can make informed decisions for yourself.
If at any point you decide you need a financial advisor, don’t hesitate to ask. I’m happy to refer you to a few trusted professionals I’ve carefully selected who I believe would be a great fit for you.
Street Cred
-
As the head of this Atlanta-based real estate investment firm, Serge architects strategies for long-term capital growth and disciplined risk management. His "boots on the ground" approach involves international travel to scout high-growth assets and secure cross-border partnerships that provide his clients with a distinct competitive edge.
✅ Asset Acquisition – Identifying high-value opportunities for maximum ROI.
✅ Due Diligence & Negotiation – Executing exhaustive research and precise terms.
✅ Global Networking – Building elite connections across the U.S. and the Caribbean.
✅ Regulatory Compliance – Ensuring total adherence to legal and ethical standards.
-
Beyond the markets, my professional foundation is rooted in managing some of the highest-stakes risks in the corporate world. As a Principal Cybersecurity and Compliance leader for enterprise giants like Verizon and McKesson, I have spent decades defending complex, multi-million dollar infrastructures. In finance, building wealth is only half the battle—the other half is protecting it. By mastering global risk frameworks and integrating cutting-edge AI technologies, I’ve learned exactly how to audit vulnerabilities and build bulletproof structures. I bring this precise, corporate-grade risk management out of the boardroom and directly to your personal wealth strategy, ensuring your financial roadmap is as secure as it is scalable.
✅ Enterprise Risk Management & Strategic Governance
✅ Bulletproof Defense: Enterprise Risk & Asset Protection
✅ Systems, Security & AI: Decades of Corporate Risk Leadership
✅ Cybersecurity & GRC Leadership
-
Serge Louis is not your typical finance coach. He is a practitioner—a strategist, executive leader, and real-world investor who has spent decades turning complex financial concepts into clear, actionable frameworks that everyday people can actually use.
His investment journey began in college, when he purchased his very first stock—Yahoo—and never looked back. That early spark grew into a lifelong passion for understanding how markets work, how wealth is built, and how financial knowledge has the power to change lives.
-
From 2021 to 2023, Serge led the SMHIC Investment Club, empowering a community of investors through strategic planning and transparent financial oversight. He teaches that lasting success is built on two pillars: relationships and systems.
-
IBuilding a consumer brand from the ground up gave Serge a masterclass in operational discipline. From small-batch quality control to international distribution, he leverages this experience to help entrepreneurs scale with consistency.
✅ Operational Discipline – Scaling businesses from local to international markets.
✅ Brand Strategy – Creating consistency that builds long-term consumer trust.
✅ Supply Chain Management – Navigating the complexities of retail and distribution.
-
Quality-checked laptops, desktops, and printers sourced directly from manufacturers
Thoroughly tested and refurbished for reliable performance
Sales on eBay and dropship
Competitive pricing with clear condition descriptions and photos
Fast, secure shipping and easy returns for peace of mind
Dedicated customer support for setup help and warranty questions
As the Chief Executive Officer and Chief Risk Officer of TriLynns Capital Holdings, Serge leads an Atlanta-based real estate investment firm with a strict focus on long-term capital growth and disciplined portfolio protection. Taking a true "boots on the ground" approach, he regularly travels internationally to scout high-growth assets and negotiate complex terms. This real-world, cross-border experience that gives his coaching clients a rare and invaluable competitive edge.
In addition to his real estate ventures, Serge is an accredited investor who actively backs both early-stage startups and late-stage companies. By utilizing premier private market platforms like Wefunder and Forge, he maintains direct exposure to cutting-edge venture capital and private equity—giving him a well-rounded perspective on wealth creation that he passes directly on to those he coaches.