Shabri Moore

Background

About Shabri Moore

The best part of my job is that I have the opportunity to get to know some really nice people and help them achieve their financial goals. While investments, the markets, wealth management, and estate planning strategies are core competencies, I've learned that it is never really about the money-it's always about what the money can do for you and the people you love. My goal is to develop comprehensive, holistic, financial strategies that are based on logic and generously sprinkled with heart. The skills I learned as a scientist: research, strategy and consistency have been invaluable in building logic based financial plans. However, life decisions are not always based on logic. Getting to know my clients as friends, and building lifelong relationships with their families, has truly been the greatest joy of being a wealth advisor. An important benefit of those strong relationships is that they have helped me understand who and what is important to my clients. Please feel free to contact me at shabri@moorewealthinc.com or 301.631.1207 if you'd like more information, have questions or would just like to talk. I have several white papers I am happy to share that may be of interest if you are a:*Small Business Owner: Tax Efficient Strategies for Small Business Owners *Pre-retiree: Tax Efficient Retirement Income Stream Strategies and Social Security Maximization Strategies *Doctor: AMA insurance company study on Physicians Retirement Readiness and Advanced Asset Protection Strategies