Moore Whelan Private Wealth

We help high-net-worth families, business owners, and executives grow and preserve wealth, empowering you to live your best life. By understanding your values, goals, and concerns, we craft a tailored financial plan—from your first meeting through retirement and legacy planning.

More than advisors, we’re your partners and financial coaches, ensuring your plan evolves with life’s changes. Let’s create a financial journey that’s successful, meaningful, and gives you peace of mind.

IG Wealth Management
Ken Moore & James Whelan, Executive Financial Consultants, CFPs
Investors Group Securities Inc.
Member of the Power Financial Corporation Group of Companies