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MEMBER PROFILE

 

Erik Moore

Moore Wealth Inc.

 

Member profile details

Membership level
Maryland Individual
First name
Erik
Last name
Moore
Title
Partner & Director of Investment Strategy
Company
Moore Wealth Inc.
 

XPX ROLE

Chapter Sponsorship Type
Silver
Leadership Role
Emerging Professionals Chair
 

CONTACT INFORMATION

City
Frederick
State
Maryland
 

PROFILE INFORMATION

Call me when
A client needs help structuring their business and personal finances to keep the most money in their pocket.
Profession
  • Insurance
  • Investor
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash management
  • Charitable giving
  • Compensation
  • Debt
  • Employee benefits
  • Equity
  • ESOPs
  • Estate planning
  • Fiduciary
  • Finance
  • Investments
  • Philanthropy
  • Private equity
  • Private placements
  • Retirement
  • Risk management
  • Strategic planning
  • Trusts
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
In Business Since
2003
How to contact
erik@moorewealthinc.com
Business Focus
Moore Wealth Inc
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