At Moore Wealth Management, we focus on the client first and structure your planning around you. We do not use static portfolios to invest your assets but instead make a plan around you and your needs and goals. We then invest your assets based on what you want to accomplish in your life. We treat each client as a unique individual and set up your plan and portfolio for you and your family.
Estate and Legacy Planning
Life Insurance Planning
Fixed Index Annuities
Long Term Care
Defined Contribution Plan Advisory Services ( 401k and 403b plans)
Simple IRA's, SEP IRA's and other small business retirement plans.
MWM partners with Charles Schwab and Company, Inc as our custodian of client accounts and trading platform.
Our advisors have over 70 years of experience in working with clients from the beginning of their working lives through the beginning of their retirement. For this reason we have a great deal of experience in setting up client portfolios to provide the income you need to retire comfortably. We can build you a portfolio that can meet your objectives through a combination of dividend stock, preferred stock, real estate investment trusts and fixed income securities, including municipal bonds and US Treasuries. Through a combination of the these we can help reduce your risk but keep your income consistent through many types of markets environments.