Have a Question About Retirement? We’re Happy to Help. No Sales Pitch, No Obligation.

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.

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

Scott-Pres.-and-Carla-Office-June-2019-web

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

Scott Moore

Financial Advisor

Under Meet Our Founder 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 asset
Chris

Chris Moore

Managing Director / Financial Advisor

Chris is an Investment Advisor Representative who specializes in risk management, market trends, estate and income planning strategies. He is a keynote speaker at public retirement events and also teaches pre-retirees at local universities to help strengthen their knowledge base in preparation for retirement. Chris enjoys spending time with his family and attending automobile and sporting events.
Brian

Brian Moore

Managing Director / Financial Advisor

Brian is an Investment Advisor Representative. He specializes in the latest tax, estate, long-term care and retirement planning strategies that help 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.
Mark

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.

Issac

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

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. 

Have a Question About Retirement?

Retirement can be complicated, but our experienced advisors are happy to answer any general or specific questions that you may have. No sales pitch, no obligation.
Have a Question About Your Retirement?