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Our Story

ABOUT MOORE WEALTH

Moore Wealth is an independent financial planning and wealth management firm helping clients create lasting financial legacies. Our team of experienced advisors and specialists is committed to delivering exceptional service through one-on-one advising, collaboration with clients’ professional and personal consultants, and the design and implementation of strategies tailored to meet unique goals and aspirations. Moore Wealth clients can expect true wealth management, a sound financial education, and a clear path toward wealth accumulation, wealth retention, and wealth transfer.

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 anotherindependentfinancial planning firm, followed by her son Sean Moore in 2017after returning from6 years ofservice 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

“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