MOORE’S FAMILY PROMISE OF CARE
Independent Georgia Financial Advisors
There are craftsmen 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 of service grow stronger.
At Moore’s Wealth Management, with years of experience we help our clients build retirement plans that are designed to 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 financial advisor 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.
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.
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.
Our word is granite.
We’re in this for the long haul.
MEET OUR FOUNDER
Scott Moore
For the past 34 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 10 years of work in the computer industry, and becoming a Sales Support Vice President, Scott transitioned to the financial industry where he has received several top honors throughout his career in the financial industry and his impact in North Georgia.
Moore’s Wealth Management is a member of the Greater Hall County, Forsyth County, White County, and Athens Area Chambers of Commerce, and the distinguished National Ethics Association.
Backed by more than 34 years of experience and a deep commitment to seniors’ financial well-being, Scott leads a team of 4 skilled advisors. Together, they leverage cutting-edge estate planning and investment strategies to create personalized plans that are designed to help mitigate financial risk, minimize taxes, streamline estate transfer and protect assets against long-term care expenses.
In addition to their services, Scott, his son Chris, and Mark Peterson actively educate retirees and those approaching retirement through courses at several universities, focusing on developing robust pre- and post-retirement strategies. Our educational method is rooted in a commitment to identifying all the vital information required for clients to make well-informed financial decisions that serve their best interests from the outset. This includes proactively addressing common misunderstandings and helping to ensure no critical facts are overlooked, allowing us to implement plans that help to strengthen our clients’ financial future. This dedication to empowering clients with knowledge and providing responsible guidance is the driving force behind our passion for education.
Scott opened his 1st office in Gainesville 13 years ago. Moore’s Wealth Management has 3 locations to serve North Georgia: Gainesville, Cumming, and Athens, Georgia. The staff consists of 5 Financial Advisors along with a team of 5 staff members.
Scott and Carla, his wife, spending time with their five children and wonderful grandchildren. In his spare time, Scott enjoys spending time with his family on the lake and attending automotive enthusiast events as well as traveling in their RV.
WE WELCOME YOU TO COME IN TODAY!
THE MOORE'S WEALTH
MANAGEMENT TEAM
Scott Moore
Financial Advisor
Chris Moore
Managing Director / Financial Advisor
Brian Moore
Managing Director / Financial Advisor
Mark Peterson
Managing Director / Financial Advisor
Mark is an Investment Advisor Representative who is specialized in working with families as they plan for their retirement years. Mark has a passion for sharing his knowledge and has taught Financial and Retirement Classes for Seniors at Brenau University, University of North Georgia, Lanier Technical College and University of Georgia Athens. When not working Mark loves family time, especially spending time with his 17 grandchildren on the farm. Mark is often found walking or driving grandkids around the farm to check on the Scottish Highland Cattle or making a quick stop at the pond in hopes of catching a big bass or catfish.
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. Isaac remains dedicated to helping investors realize their personal financial goals by teaching and educating in seminar formats on various financial topics. Isaac moved from Utah after getting married to his Georgia Peach. He loves to spend time with his wife and their four young children.
Meredith Loughrey
Senior Client Administrative Manager
Meredith was promoted to Office Manager in 2022 after 6 years as the Office Assistant. Meredith maintains an organized, professional office environment, always greeting everyone with a smile! Meredith enjoys traveling and experiencing new things, as well as spending time on Lake Lanier with her husband Ryan and two children, Clovie and Kent.
Kyle Peterson
Senior Client Administrative Manager
Kyle works closely with our advisors to track, coordinate, and facilitate ongoing client reviews. Kyle also provides in-house copywriting and photography for our website, marketing, events, and client materials. Kyle spends his time out of the office working as a freelance writer and photographer, walking his long-time companion, Stella, a standard poodle, and visiting with friends and family.
Angela Hawkins
Client Administrative Manager
Angela is an Advisor Support Specialist and supports Chris Moore and his clients. Angela is extremely detailed and organized. Her background is in professional organizing and uses her skills to help assist clients with their financial goals. In her spare time, she enjoys spending time with her four girls, reading, decorating, and being on the lake.
Brandy Hussey
Client Administrative Manager
Brandy is an Advisor Support Specialist and supports Brian Moore and his clients. Brandy comes from an administrative background and enjoys meeting new people and learning new skills. She lives in Hoschton with her husband and 2 daughters and in her free time enjoys being outside by the pool and reading.