Business Details
12 Years
experience
Trusted Financial Advisers in Cleveland, OH
Appaloosa Wealth Management is a fee-based investment management and comprehensive financial planning firm dedicated to helping individuals, families, corporations, and foundations achieve their unique financial goals. Founded in 2014, our client-centric approach ensures every decision is tailored to individual needs, supported by a team with decades of combined experience. Our President, Walter Moore, a CERTIFIED FINANCIAL PLANNER professional with over 20 years in the industry, specializes in investment management, retirement income planning, and risk management.We leverage strategic partnerships with firms like Charles Schwab and eMoney Advisor to deliver cutting-edge tools and services. Our commitment to transparency, fiduciary responsibility, and personalized service sets us apart in the financial advisory landscape.
Services
Investment Management
Financial Planning
Retirement Income Planning
Risk Assessment
Estate Planning
Tax Strategies
Details
- Year established: 2014
Highlights and features
- We offer 20+ years of experience in personalized financial planning.
- Our client-centric process adapts to unique individual goals and circumstances.
- Strategic partnerships with industry leaders enhance our service capabilities.
- We operate as fiduciaries, prioritizing client interests above all else.
- Comprehensive approach covers investment management, tax planning, and risk assessment.
Associations and certifications
- State Registered Investment Advisor
- CERTIFIED FINANCIAL PLANNER (CFP)
Services
Investment Management
We provide customized investment strategies focused on long-term growth and risk management. Our approach combines modern portfolio theory with client-specific goals to optimize returns. Services include asset allocation, manager selection, and ongoing performance monitoring.
Financial Planning
Comprehensive financial planning addresses retirement, education funding, and legacy goals. We integrate tax-efficient strategies, cash flow analysis, and estate planning tools to create holistic roadmaps for financial success.
Retirement Income Planning
Our retirement planning focuses on sustainable income streams and longevity risk mitigation. We analyze Social Security optimization, pension options, and withdrawal strategies to ensure financial security throughout retirement years.
People
Walter Moore
President / Wealth Advisor
CFP professional with 25+ years in financial advisory. Specializes in investment management and retirement planning. Holds Series 7 securities license and insurance certifications. Fiduciary advisor since 2014.
Christine Moore
Operations Manager
30-year medical field veteran with expertise in compliance and client service. Manages accounting and operational support for AWM. Former Cleveland Clinic professional with editorial management experience.
Questions
What services does Appaloosa Wealth Management offer?
We provide investment management, financial planning, retirement income strategies, risk assessment, and estate planning tailored to individual client needs.
Are you fiduciaries?
Yes, we act as fiduciaries, legally obligated to prioritize client interests in all advisory services.
How are your fees structured?
We operate on a transparent fee-based model with pricing tied to assets under management.
Do you work with out-of-state clients?
While based in Ohio, we serve clients nationwide through virtual consultations and digital tools.
What qualifications do your advisors hold?
Our lead advisor holds the CFP designation and Series 7 securities license with 25+ years industry experience.
