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Our Mission
To build life long relationships with our clients, by delivering thoughtful and unbiased guidance, each and every day, in good economic times and bad.
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Wealth Management
As all people are unique in nature, so are their wealth management needs. You must feel confident that your wealth management team knows their business, understands your specific goals and will continually consult with you throughout the business relationship.
At Moore Colson Wealth Management, we have assembled a unique and dedicated group of professionals in-house that can provide the highest level of comprehensive wealth management services to help you manage your financial affairs.
Our team includes professionals with extensive experience and specialized knowledge in income tax planning and compliance, estate and trust planning, financial planning, ERISA retirement plans, risk management and investment management. Many have advanced degrees as well as professional designations including; Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Certified Investment Management Analyst (CIMA). To ensure our independence we do not receive payments or incentives to recommend any firm, product or service.
Independence – Unbiased Advice
After considerable research and evaluation, Moore Colson Wealth Management selected LPL Financial as its affiliate independent broker/dealer. LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer.* LPL Financial provides support to more than 12,000 financial advisors nationwide, with more than $284.6 billion in brokerage and advisory assets.** Because LPL Financial doesn't offer proprietary products and doesn't engage in investment banking activities, they are able to support their advisors with unbiased investment recommendations that integrate a broad scope of investment products and strategies.
* As reported in Financial Planning magazine, 1996-2010, based on total revenues.
** As of March 31, 2010
At Moore Colson Wealth Management, we are confident in our
skills and abilities to cover the entire spectrum of your life
planning and financial needs. Having your advisors in one place
sharing one common philosophy makes this possible. We believe no
one else is more qualified to point you in the right direction
and provide you with the personal attention you expect and
deserve. Our service model was designed to help you grow and
preserve your wealth, to provide security for your family and to
empower you to enjoy the pleasures of life.
Wealth Management Services
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Retirement |
Investment |
Financial |
Estate |
IRA
Rollovers |
Objectives Measurement |
Asset Protection |
Trust
Documents(1) |
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Corporate Retirement Plans |
Risk Assessment |
Tax Preparation |
Wills (1) |
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Executive Compensation |
Investment Policy Statement |
Budget
Cash Flow |
Wealth
Transfer |
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Annuities |
Asset
Allocation Strategies |
Education
Funding Analysis |
Asset
Retitle |
IRA's
SEP's |
Portfolio Management (2) |
Business Succession
Planning |
Charitable Giving |
(1) MCWM works with a
network of professionals for the creation of these documents.
(2) Securities and advisory services are offered through LPL
Financial, Member FINRA/SIPC, and a Registered Investment Advisor
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
We are registered in the following states: AL, CA, FL, GA, IL, MD, NC, NE, NY, PA, SC, and TX.
Securities and advisory services are offered through LPL Financial
Member FINRA/SIPC, and a Registered Investment Advisor
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