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

Retirement	Investment	Financial	Estate
IRA Rollovers	Objectives Measurement	Asset Protection	Trust Documents(1)
Corporate Retirement Plans	Risk Assessment	Tax Preparation	Wills (1)
Executive Compensation	Investment Policy Statement	Budget Cash Flow	Wealth Transfer
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