Moore’s Wealth Management. Tradition, Value and Quality.

MOORE’S FAMILY PROMISE OF CARE

Georgia Financial Advisors

There are craftsman of all kinds who have been handing down their traditions from generation to generation. Their craft becomes a way of life for them, their families, and most of all, their customers and clients. The tradition, value and quality grows stronger.

At Moore’s Wealth Management we help our clients build retirement plans that fit their lives, and that they can’t outlive. Just like you don’t want to outlive your savings, you don’t want to outlive your financial advisor. We’re proud to have a tradition that we have passed along to generations within our firm through our own succession plan so that the families and community we serve can expect seamless service and advice.

In the end our goal is to address the only truly common bond that connects all of our clients: The opportunity for peace of mind when it comes to their retirement.

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We Listen.

It all begins with us knowing what’s truly important to you and your family. One thing we’ve learned over the years is that no two people’s retirement plans look alike.

We take action.

You’re different than anyone else, and your plan should match. That’s why we will take the time and care to create a custom plan designed to address your unique needs.

Our word is granite.

The simple phrase, “Do what you say you’re going to do”, are words we live by. Our goal is that the family’s we serve focus on the enrichment of their lives and enjoy the ride…we’ll drive.

We’re in this for the long haul.

We measure our success by the long list of clients that we retain for generations. Everyone should expect that their retirement plans should last as long as they do, AND that their retirement planners last even longer.

MEET OUR FOUNDER

Georgia Financial Advisors

Scott Moore
Founder and President

For the past 29 years, it has been Scott Moore’s goal, our founder and president, to help pre and post retirees in the Southeast United States properly prepare for and protect their retirement assets. Before Scott found his passion for helping people protect and preserve their lifetime savings, he began his career as an engineer in the computer industry, utilizing his degree in electronics from Phillips Business College in Mississippi. After 9 years of work in the computer industry, and becoming a Sales Support Vice President, Scott transitioned to the financial industry where he received several top honors in his field including being honored as a distinguished “Advisor of the Year.” The firm and its advisors continue to be recognized for their impact in North Georgia.

Moore’s Wealth Management is a member of the Greater Hall County, Forsyth County, and White County Chambers of Commerce, the Better Business Bureau, and the distinguished National Ethics Association.

Moore’s Wealth Management’s team of advisors serve as fiduciaries. As a fiduciary, Scott and his team are held to a much higher professional standard than a typical broker. With 29 years of experience, knowledge, and dedication to serving the financial needs of seniors, Scott and his team of 4 advisors are skilled financial professionals. They utilize the latest estate planning and investment techniques to design and implement personalized strategies that can help reduce financial risk, lower taxes, avoid probate, and protect assets from nursing home costs. In addition to these services, Scott, his son Chris, and Mark Peterson provide educational classes at several universities, where they enlighten retirees and near-term retirees on how to develop efficient plans for pre and post retirement. Through our educational process, we identify all the critical facts necessary to make a sound financial decision, so it is in our client’s best interest, before making that decision. This requires us to identify myths, misconceptions and missing facts, and put plans in place that strengthen the position of our clients. This is also upholding our fiduciary obligation and why we are so passionate about the educational process.

Moore’s Wealth Management has 3 locations to serve North Georgia: Gainesville, Alpharetta, and Watkinsville, Georgia . The staff consists of 5 Investment Advisor Representatives along with a team of 4 staff members.

Scott and Carla, his wife of 38 years, have five children ranging in age from 25 to 37 and 8 wonderful grandchildren with another one on the way in September 2019. In his spare time, Scott enjoys spending time with his family on the lake and attending automotive enthusiast events as well as restoring classic cars.

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THE MOORE’S WEALTH MANAGEMENT TEAM

Financial

Scott Moore
FOUNDER & CIO


For the past 29 years, it has been Scott Moore’s goal, our founder and president, to help pre and post retirees in the Southeast United States properly prepare for and protect their retirement assets. Before Scott found his passion for helping people protect and preserve their lifetime savings, he began his career as an engineer in the computer industry, utilizing his degree in electronics from Phillips Business College in Mississippi.

After 9 years of work in the computer industry, and becoming a Sales Support Vice President, Scott transitioned to the financial industry where he received several top honors in his field including being honored as a distinguished “Advisor of the Year.” The firm and its advisors continue to be recognized for their impact in North Georgia.

Moore’s Wealth Management is a member of the Greater Hall County, Forsyth County, and White County Chambers of Commerce, the Better Business Bureau, and the distinguished National Ethics Association.

Moore’s Wealth Management’s team of advisors serve as fiduciaries. As a fiduciary, Scott and his team are held to a much higher professional standard than a typical broker. With 29 years of experience, knowledge, and dedication to serving the financial needs of seniors, Scott and his team of 4 advisors are skilled financial professionals. They utilize the latest estate planning and investment techniques to design and implement personalized strategies that can help reduce financial risk, lower taxes, avoid probate, and protect assets from nursing home costs. In addition to these services, Scott, his son Chris, and Mark Peterson provide educational classes at several universities, where they enlighten retirees and near-term retirees on how to develop efficient plans for pre and post retirement. Through our educational process, we identify all the critical facts necessary to make a sound financial decision, so it is in our client’s best interest, before making that decision. This requires us to identify myths, misconceptions and missing facts, and put plans in place that strengthen the position of our clients. This is also upholding our fiduciary obligation and why we are so passionate about the educational process.

Moore’s Wealth Management has 3 locations to serve North Georgia: Gainesville, Alpharetta, and Watkinsville, Georgia . The staff consists of 5 Investment Advisor Representatives along with a team of 4 staff members.

Scott and Carla, his wife of 38 years, have five children ranging in age from 25 to 37 and 8 wonderful grandchildren with another one on the way in September 2019. In his spare time, Scott enjoys spending time with his family on the lake and attending automotive enthusiast events as well as restoring classic cars.

Financial

Carla Moore
Co-Founder, Compliance Director


Carla co-founded Moore’s Wealth Management with her husband Scott and is involved with marketing and implementing compliance regulations. In her free time, Carla enjoys making homemade crafts, attending car shows, camping, traveling, piano, and spending time with her grandchildren.

Financial

Chris Moore
Financial Advisor


Chris is an Investment Advisor Representative who specializes in risk management, market trends, estate and income planning. He is a keynote speaker at public retirement events and also teaches pre-retirees at local universities to strengthen their knowledge base in preparation for retirement. Chris enjoys boating with his wife and 4 children, automobiles and sporting events.

Georgia

Brian Moore
Financial Advisor


Brian is an Investment Advisor Representative. He specializes in the latest tax, estate, long-term care and retirement planning techniques to strengthen clients’ portfolios for the future. He is also a keynote speaker in many retirement events held across north Georgia. In Brian’s free time he enjoys sporting and automotive events with his wife and their two young children.

Georgia

Michelle Moore Ellis
Financial Advisor Support


Michelle is an Advisor Support Specialist. She is a client advocate and enjoys helping others achieve their life-long financial goals. She works side by side with the Advisors and our clients to ensure a smooth and satisfactory client onboarding experience. Michelle loves to spend time with her husband and they are expecting their first child in September 2019.

Georgia

Mark Peterson
Financial Advisor


Mark is an Investment Advisor Representative who specializes and loves working with families as they plan for their retirement years. Mark has a passion to share his knowledge and teaches Financial and Retirement Classes for Seniors at Brenau University in Gainesville, Georgia Perimeter College, formally known as Georgia State University in Alpharetta, as well as the Lanier Tech campus in Cumming.

Advisor

Isaac Pitt
Financial Advisor


Isaac is an Investment Advisor Representative. He researches and analyzes client portfolios to help ensure accurate reporting and that the positioning of the clients’ portfolio is in line with the firm’s recommendations. He is also responsible for processing all new business. Isaac moved from Utah after getting married to his Georgia Peach. He loves to spend time with his wife and two young children.

Advisor

DEBORAH ALVAREZ
OFFICE MANAGER, MARKETING


Deborah is responsible for the smooth operation of the day-to-day business of the firm and is the Executive Assistant to Scott. She is responsible for planning and executing outside social events. Deborah moved from New Hampshire in 2011. She enjoys interior decorating and spending time with her 2 daughters, 1 granddaughter, and her two dogs she rescued in 2015.

Advisors

Meredith Loughrey
Administrative Assistant


Meredith greets everyone with a smile as she provides Administrative Support. She assists the Office Manager to maintain an organized, professional and happy work place. Meredith enjoys traveling and experiencing new things, as well as spending time on Lake Lanier with her husband and two children.

Georgia Financial Advisors

Kyle Peterson
Administrative support


Kyle works behind the scenes to ensure ongoing projects run smoothly and successfully. He is also a full-time student at UGA and spends his free time with friends or training his red standard poodle, Stella.