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.

Guidance, Planning and Strategies - Your Financial GPS

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

Wealth Management and Investment Strategies

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.

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

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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.

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

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Need more information? Check out our library of wealth management articles.

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Erin Spiwak

Erin Spiwak, CPA

Partner

A certified public accountant in the state of Florida, Erin has over 20 years of experience in the accounting industry. She also oversees our wealth management practice, which addresses investment strategies, retirement planning and insurance needs.

While she works with a wide variety of clients, Erin specializes in helping companies in the automobile dealership, healthcare, real estate, technology and professional services industries. Having been at James Moore since 2004, she has served many businesses since their inception—watching them grow from opening their doors to becoming well established in their fields.

In addition to her client service, Erin regularly gives presentations internally and to organizations on tax-related topics and is a member of the Health Care Administrators Association.

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