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Forbes Awards

Peg Moore, ADPA® CFP® CRC® CPWA®
Managing Director - Investments

2022 Forbes Best-In-State Top Women Wealth Advisors 
2021, 2020 & 2019 Forbes Top Women Wealth Advisor
2022, 2021 & 2020 Forbes Best-In-State Wealth Advisor

"I am humbled to receive this accolade, which I believe represents an impressive list of professionals that come to work with one goal in mind — helping their clients succeed."

The Forbes Top Women Wealth Advisors and The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of logo.

Press Archive

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Barron’s Speaking Engagement | Feb. 2018
“Lessons in Leadership: The Biggest Mistakes We’ve Made”

SIFMA Speaking Engagement | Fall 2016
"Protecting Your Senior Clients: Prevention, Identification and Action"

Think Advisor / Research Magazine | March 1, 2016
"How Advisors Can Stop Losing Clients' Heirs as Clients"
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Barron's IMCA Why Professional Credentialing | 2015
TheStreet / CBS Moneywatch | October 1, 2014
"Why Caregivers Face Extra Retirement Hurdles"

On Wall Street | September 2, 2014
"Break the Silence: Getting Clients to Discuss Inheritance"

Investments and Wealth Institute | Spring 2014
"On the Move"
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Wall Street Journal | November 21, 2013
"Advisers Say Many Clients Unrealistic About Retirement"
Wealth Management | May 29, 2012
"How to Financially Advise Unmarried Couples"
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