SENIOR ASSOCIATE, CLIENT ADVISORY

Thomas Moore, CFP®


Tom is a Senior Associate on the Client Advisory Team based out of TwinFocus’s Boston office where he specializes in managing often complex family office relationships.  He looks to employ a highly interactive, collaborative approach with client families and their professional advisors while he helps to effectuate sophisticated wealth planning techniques, advanced investment strategies, and flexible financial information systems to achieve client objectives based on TwinFocus’s total balance sheet approach.   Tom’s interests and practice areas include advanced wealth transfer strategies, business succession planning, investment management and charitable giving for ultra-high-net-worth families. He is passionate about working with the firm’s families to help align their wealth objectives with their values while developing better communication, education, and decision-making skills across family members.

SENIOR ASSOCIATE, CLIENT ADVISORY

Thomas Moore, CFP®


Tom is a Senior Associate on the Client Advisory Team based out of TwinFocus’s Boston office where he specializes in managing often complex family office relationships.  He looks to employ a highly interactive, collaborative approach with client families and their professional advisors while he helps to effectuate sophisticated wealth planning techniques, advanced investment strategies, and flexible financial information systems to achieve client objectives based on TwinFocus’s total balance sheet approach.   Tom’s interests and practice areas include advanced wealth transfer strategies, business succession planning, investment management and charitable giving for ultra-high-net-worth families. He is passionate about working with the firm’s families to help align their wealth objectives with their values while developing better communication, education, and decision-making skills across family members.

HISTORY


An accomplished financial services professional, Tom arrived at TwinFocus with many years of experience in the financial services industry.  He began his career at The AYCO Company where he focused on providing comprehensive planning for a diverse group of individuals and families. Following his time at AYCO, Tom worked for several family office advisors with a focus on providing complex planning solutions to ultra-high net worth families.

EDUCATION


Tom earned his B.S. in Economics & Finance at Bentley University where he was a member of the Honors Program.  Tom also holds the CERTIFIED FINANCIAL PLANNER™ professional designation.

OUTSIDE THE OFFICE


Tom was born and raised outside of Boston and has lived in the greater Boston area for most of his life. He enjoys being outside year-round and frequently hikes throughout the New England area.  Tom is a resident of Brookline, Massachusetts where he lives with his wife and their dog Logan.