Joe Moore
Wealth Advisor
Joe has over 10 years of experience developing and implementing investment strategies designed to help his clients realize their financial aspirations. At Portia Capital, he is responsible for serving the firm’s high-net-worth clientele in the Dallas Metroplex.
Before joining Portia Capital Management, Joe worked at Prota Financial LLC and Optimum Investment Advisors. Joe earned his Bachelor of Science degree from the University of Florida and is pursuing a Certified Financial Planner (CFP) designation.
Why I Chose a Career in Wealth Management
My journey into wealth management was not just a career choice; it was a profoundly personal decision, shaped by my experiences and a desire to make a meaningful impact on people's lives.
Growing up, I witnessed the struggles many people faced with their finances. I saw how financial stress can impact relationships and overall well-being. This ignited a passion within me to help others navigate their financial journeys with confidence and clarity.
In wealth management, I found a unique opportunity to combine my love for numbers with my desire to support individuals and families. It’s about more than just investments; it’s about understanding dreams, aspirations, and the challenges that come with them.
Every day, I have the privilege of guiding clients through their financial decisions, helping them build a secure future. It’s incredibly rewarding to see the relief on their faces when they realize they have a plan in place.
Professional Focus
I work closely with high-net-worth business owners, entrepreneurs and families with complex financial needs. Such clients have typically outgrown traditional wealth management and seek personalized financial solutions focused on protecting, growing, and transferring wealth to future generations.
I also hold the QKS (Qualified 401(k) Specialist) credential, which enables me to deliver customised investment strategies for corporations with 401(k) plans and other company retirement schemes.
Life Outside Work
I moved to Texas over 20 years ago and now consider myself an adopted and loyal Texan!
When not working, I love getting outdoors to relax, whether working out, walking, or heading to the golf course to improve my game. In the evening, you’ll find me soaking up the vibrant and diverse dining scene in Dallas – I’m a foodie through and through and relish the opportunity to go out with friends and enjoy the wide variety of culinary experiences the city has to offer.
Equally, from an early stage in my career, even when work has not left much time to spare, I’ve always tried to carve out time to support causes close to my heart. Otherwise, I cherish time with my family – it’s never a dull moment with my two-year-old niece around!
Key Skills
Wealth Management
Financial Analysis
Strategic Financial Planning
Income Strategies
Retirement Planning
401(k) Retirement Plans
Life Insurance
Mutual Funds
Volunteering
Kiwanis International
A global community of clubs, members and partners dedicated to improving the lives of children... one community at a time.
VP Financial Committee Board Member
September 2024 – Present
Ability Connection
Enriches the lives of people with intellectual and physical disabilities through comprehensive, life-changing care, training and support
Classroom Volunteer and Fundraiser
March 2020 – July 2021
Preservation Dallas
Protecting the history and culture of Dallas since 1972.
Founded in 1972, we are a nonprofit dedicated to the preservation and revitalisation of our city’s historic buildings, neighbourhoods and places.
Preservation Dallas Young Professionals Board Member
April 2018 – August 2022
Foundation For C.H.O.I.C.E
(Consider How One Individual Changes Everything)
By serving at-risk youth through a one-to-one mentoring program, the Foundation for C.H.O.I.C.E. creates opportunities for a college education through professionally supported relationships, inspiring students to make positive choices for their futures.
Business Mentor
December 2018 – November 2019
Get in Touch
Our initial consultation – free and without obligation – is a no pressure opportunity
to discuss your objectives and review your portfolio.