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. It is an important journey that, if
planned correctly with the right team, can provide a lifetime of
security for you and your family.
The first and most important step is to find a trusted wealth
management team, one who will truly work for you to obtain the
level of security you need, and point out unnecessary risks
along the way. The second step is to find a wealth management
team who will continue to prove their worth over the years, not
just in the early days.
Achieving your goals is a full time proposition. The
relationship between your investments, taxes and estate
structure must be carefully analyzed and continually monitored.
This requires specialized knowledge and advice that
is truly objective. We believe the most effective way to deliver
the highest level of comprehensive services is to have your
personal wealth management team work together on a daily basis,
sharing one common purpose, to help you attain your stated goals
and objectives.
At Moore Colson Wealth Management, we have assembled a unique
and dedicated group of experts 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 country’s largest diversified financial services companies and the #1 independent broker/dealer in the nation.* LPL provides support to more than 11,300 financial advisors nationwide, with more than $283 billion in assets as the broker/dealer of record.** 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 by Financial Planning magazine, June 1996-2008, based on total revenues.
** As of April 30, 2008
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.
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Retirement |
Investment |
Financial |
Estate |
IRA
Rollovers |
Objectives Measurement |
Asset Protection |
Trust
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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 |
