Wealth Management

Do your dreams justice.

We help businesses and individuals with their wealth management and investment strategies

Our dreams inspire. They’re part of why we work hard at our jobs and curtail our spending. We daydream happily about them, using them as motivation to push us through trying times.

Whether your goal is to own a home, buy a business, retire on a tropical island or leave a financial legacy for your family, you’ll need a roadmap to get you there. Your future is at stake and there are tough decisions ahead; you need a knowledgeable partner to guide you through budgeting, planning, investing and tax strategies.

Like any process that might seem overwhelming, wealth management can be made simpler by breaking it down. James Moore & Co. is affiliated with Avantax Planning Partners SM, a national wealth management company that specializes in helping accounting firm clients. Together, we provide the experience and connections you need to take these steps toward your dreams and effectively manage your wealth management and investment strategies.

Setting your goals doesn’t have to be the only “easy part” of reaching them.

Wealth Management and Investment Strategies

Whether it’s for you or your business, we’ll take a comprehensive look at your retirement plan with regard to viability, tax savings, risk and other aspects.

Learn More

We’ll focus on investment and tax planning as you establish goals, allocate assets, select investments and review/adjust contributions.

Learn More

We’ll perform an insurance review to make sure the coverage will be there when you need it and you’re not over-paying for your plan.

Learn More

We’ll help you navigate the path to your goals, from discovering what you want to developing your plan and monitoring your success.

Learn More

Wealth Management Leader

Partner

Linkedin     vCard

Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax entities are independent of and unrelated to James Moore & Company. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.

Latest Articles

More Wealth Management Articles

Contact Us