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 HK Financial Services, 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 regards to viability, tax savings, risk and other aspects.

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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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Financial Advisor and Forbes magazines have both named HKFS
as a top wealth management company.

How can we help you reach your dreams?

Talk to a Certified Financial Planner

Wealth Management Leader


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Investment advisory services are offered through HK Financial Services (HKFS), an SEC-Registered Investment Adviser, and provided under the d/b/a name James Moore & Co. Brokerage account services for transaction-based commission are sold by ProEquities registered representatives and offered through ProEquities, Inc., a Registered Broker-Dealer and Member FINRA and SIPC. Erin Spiwak is an investment adviser representative with HKFS. Erin is not a ProEquities registered representative. HKFS, ProEquities, and James Moore & Co. are unrelated entities. Neither HKFS nor ProEquities offer accounting, tax or legal services.

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