Our Approach
At Moore & Burkhardt Wealth Management . we emphasize your interest, your well being and your confidence. We have built a strong reputation for providing sound fee-based financial planning and capital management. We are Wealth Managers and not simply investment managers because we realize it is impossible to manage investment markets. Reconizing that, we understand that we are charged with the responsibility of managing client expectation about their wealth.
We advise our clients that sound and consistent financial habits ae the key to financial confidence. Our goal is to provide you with comprehensive, objective advice appropriate for your particulaar situation, and to that end we devote ourselves to getting to know you. We recognize that each person is different, and we carefully listen before developing strategies suitable for a particular situation. Once we understand you, we are able to design a financial plan consistent with yur needs and goals. When confronting the complex world of financial products. services. and advice, our objective is to help our clients understand what is appropriate and what works best for them. We give straight answers to tough questions, while aggressively pursuing your best interest.