How does the advisor help clients – Key Takeaways:
D. Moss Wealth Management provides comprehensive financial planning and investment management services to its clients. Their team of experienced advisors helps them make informed financial decisions to achieve their long-term goals and secure their financial future.
Facts and Insights:
Founded in 2005, D. Moss Wealth Management has been in business for over 15 years, establishing a strong reputation in the financial industry. The firm has $500 million in assets under management and a team of 10 advisors dedicated to providing personalized and attentive service to their clients.
As a fiduciary, D. Moss Wealth Management always puts their clients’ best interests first. They do not earn commissions for recommending specific investment products, ensuring unbiased advice and recommendations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
D. Moss Wealth Management offers a wide range of financial services to help clients with all aspects of their financial lives. These include investment management, financial planning, retirement planning, estate planning, tax planning, and insurance planning.
The firm follows a holistic approach, taking into consideration all of their clients’ financial goals and needs to create a customized plan tailored to their unique situation.
Client Types:
D. Moss Wealth Management caters to a diverse range of clients, from high net worth individuals to families and small businesses. Their team has the expertise to help clients at all stages of their financial journey, whether they are just starting to build wealth or looking to preserve and grow their existing assets.
Fees & Compensation:
D. Moss Wealth Management charges fees based on the assets they manage for each client. The firm’s fees are transparent and competitive, and they do not earn commissions or extra compensation by recommending any particular investment products or services.
Before engaging in a relationship with a client, D. Moss Wealth Management fully discloses all fees and compensation structures, ensuring complete transparency and trust between the advisor and the client.
Background:
The founder of D. Moss Wealth Management, David Moss, has been in the financial industry for over 25 years. He holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner (CFP®), demonstrating his expertise and commitment to providing top-notch financial services to his clients.
The firm’s team of advisors also has a wealth of experience and education, equipped with the knowledge and skills to help clients make sound financial decisions and achieve their goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, D. Moss Wealth Management has a fiduciary duty to act in their clients’ best interests. As part of this responsibility, the firm is required to disclose any potential conflicts of interest and provide complete transparency regarding their fees and compensation structure.
D. Moss Wealth Management also has a clean disciplinary record, with no legal or regulatory actions taken against the firm or its advisors. This gives clients peace of mind, knowing that they are working with a reputable and trustworthy advisor.