At Moore Invested, we’re not just talking about financial strategies — we’re reimagining why we do what we do. This past week, our team dove deep into the Osborn-Parnes Creative Problem Solving method to refine our value proposition. From fact-finding to idea generation, we explored bold questions like: What truly sets us apart? How do we bring real value to our clients’ financial journeys? What do our clients need tomorrow that we can start building today? Together, we uncovered fresh insights, challenged assumptions, and got inspired to think beyond numbers — because to us, wealth management is about more than investments. It’s about confidence, clarity, and a future you believe in. Stay tuned for our reimagined value proposition — and thank you for being part of our mission to help you stay Moore Invested in what matters most, life with an upside. #TeamMoore #CreativeThinking #WealthWithPurpose #MooreInvested #wealthadvisory