About Moore Wealth
Our Story
In founding Moore Wealth, Shabri Moore’s goal was to create a culture of excellence and integrity. Educated and trained as a molecular biologist, Shabri uses her meticulous research and diagnostic skills to build solid financial plans. As a result, Moore Wealth was built with a dedication to providing personalized wealth management services to help its clients achieve their financial goals.
In 2016, Shabri’s son Erik Moore joined the company after gaining 3 years of experience at another independent financial planning firm, followed by her son Sean Moore in 2017 after returning from 6 years of service with the Green Berets. Today, the Moore Wealth team has grown their financial planning and wealth management practice to help clients throughout the Mid-Atlantic and Greater Salt Lake City regions achieve their financial goals.
Our Process
Discovery
Understanding your goals, beliefs, visions, priorities and assessing your risk tolerance.
Analysis
Reviewing existing documents, strategies, portfolios and developing model-projected outcomes and risks.
Customized Plan
Designing a comprehensive financial strategy, estate plan and asset allocation.
Implementation
Executing the necessary documents, opening accounts and transitioning portfolios.
Review
A collaborative review of investment portfolio and wealth management services.
Monitor & Adjust
Ongoing reviews to monitor and adjust your strategy based on market and life events.
The Moore Wealth Experience
Moore Wealth’s experienced advisors have an impressive record of providing a continuum of proactive advice and guidance. Our shared set of core values is what drives us and differentiates our team. The Moore Wealth team is highly educated and knowledgeable, with exceptional analytical and problem-solving skills, as well as a passion for making a difference in the lives of others.
At Moore Wealth, we call this “Research-Based with a Heart.”
We take the time to listen and understand your needs and aspirations. We provide thoughtful guidance based upon knowledge and insights gained while building a personal relationship with you and your family. In doing so, we empower our clients’ success by providing the framework they need to make smart investment decisions and create a lasting financial legacy.
“Getting to know my clients as friends, and building lifelong relationships with their families has truly been the greatest joy of being a financial advisor. I work closely with my clients to build strategies to accumulate wealth, maintain wealth, generate a sustainable retirement income stream and transfer wealth to future generations or charitable causes while minimizing taxes.”
– Shabri Moore, CFP®, AIF®, Principal and Founder