Our Team

Working together, we will use our knowledge to design an investment strategy that addresses your unique needs and help you reach your goals.


When it is time to implement your strategy, we will work together to review the options and alternatives. Next, you can select a combination of products and services that make sense and suit your needs.  From time to time, we will check in to make sure you are still on track and sticking to the strategy.

                                                                  Joe Moore

I am a native of Salters, South Carolina a 1971 graduate of C. E. Murray High School, Greeleyville, S C. and a graduated from Benedict College, Columbia, South Carolina in 1975 with a B.S. in Business Administration. I am married and have one daughter, who is a partner with Moore Wealth Strategies.

I am a member of Phi Beta Sigma Fraternity, Inc an active member of Tau Sigma Alumni Chapter, Birmingham, Alabama