Your retirement deserves more.
That belief is at the heart of everything we do
More Wealth Management is a boutique financial planning firm built for retirees and pre-retirees who want more than cookie-cutter advice. We help our clients create clarity, confidence, and control over their financial future – through personalized income, investment, tax, and legacy strategies designed to serve their goals, not someone else’s agenda.
We’re not the right fit for everyone – and that’s by design. The level of care, attention, and strategy we provide demands a deep commitment from both sides. When we partner with a client, it’s because we see the opportunity to build something meaningful together – a plan that honors their hard work, protects what they’ve built, and provides the freedom they deserve.
Faith
Our firm was founded on faith – a belief that we’re called to do good, be good, and serve others in a way that is good.
We don’t only serve those who share our beliefs – we serve everyone through the same lens of compassion, humility, and purpose. Faith drives every decision we make and every action we take.
Integrity
We strive to operate with transparency, honesty, and accountability in everything we do. That means no hidden fees, half-answers, or sales pressure, just genuine guidance built on trust. Our clients count on us because they know we’ll tell them the truth, even when it’s not the easiest thing to hear. This trust in our integrity is what helps us to build lasting relationships and more successful plans tailored to your needs.
Intensity
We bring passion and precision to every plan we build. That means urgency in communication, attention to detail, and relentless dedication to your success. Retirement planning isn’t something we take lightly – it’s a calling we pursue with focus and fire.
Service
We believe real success is measured by the impact we can make: for our clients, our community, and those in need. Service isn’t a department here; it’s who we are. Whether it’s guiding families toward security or giving back to local causes, we’re here to serve with purpose.
I'm what many would call an outsider to this industry - and that's ok with me.
Before founding More Wealth Management, I spent years producing television campaigns for global brands and later, financial advisors across the country. I wasn’t an advisor then - I was a storyteller helping others share their message.
But over time, I started to notice something troubling. Behind the polished scripts and perfect sets, there started to become too many instances of "saying the right things" without always doing the right things. I met countless hardworking Americans - people who had saved, sacrificed, and done everything right, yet still felt lost when it came to securing their future.
That realization fundamentally changed me.
I decided to stop telling other people’s stories and start writing my own - one built on faith, integrity, and genuine service. So I poured myself into learning and training to be able to deliver my vision and services to as many of the American retirees and people searching for answers as I could. More Wealth Management was created for them, and for you: to give more clarity, confidence, and real partnership as you move into retirement with dignity.
Here, you won’t find product pushes or empty promises. You’ll find a firm that listens deeply, plans intentionally, and fights for your financial peace of mind, to help build a retirement that honors the life you've lived.
Because after everything you’ve worked for...you deserve more.