James Moore Wealth Management Services, LLC (CRD #329033) is the registered fiduciary investment advisory affiliate of James Moore & Co., P.L., one of Florida's premier Certified Public Accounting and business advisory firms founded in Gainesville in 1964 and headquartered at 5931 NW 1st Place off West Newberry Road near The Oaks Mall (32607). Led by Managing Member and Chief Compliance Officer John Christopher VanDuzer (CRD #8342110) in close coordination with Partner Erin Spiwak, CPA and the firm's multidisciplinary CPA tax and estate team, James Moore Wealth Management delivers CPA-integrated retirement cash-flow engineering, tax-location portfolio optimization, multi-year Roth conversion modeling, and University of Florida (UF) / FRS retirement rollover strategies for Alachua County retirees, medical professionals, and business owners.
Official Verification Sources: SEC Investment Adviser Public Disclosure — James Moore Wealth Management Services, LLC (CRD #329033); SEC IAPD Individual Profile — John Christopher VanDuzer (CRD #8342110); James Moore & Co. Wealth Management Official Page
Issuer: Florida Office of Financial Regulation (OFR) / SEC IAPD
Notes: Registered Investment Adviser affiliated with James Moore & Co., P.L. CPAs (founded 1964), headquartered at 5931 NW 1st Place, Gainesville, FL 32607.
Issuer: Florida OFR / SEC IAPD / Florida Board of Accountancy
Notes: Led by Managing Member & CCO John Christopher VanDuzer (CRD #8342110) alongside Partner Erin Spiwak, CPA and the James Moore & Co. tax practice.
Factual details and direct answers about James Moore Wealth Management (James Moore Wealth Management Services, LLC)'s services, licensing, and credentials.
How does James Moore Wealth Management integrate CPA tax planning with fiduciary investment management in Gainesville?
Operating out of James Moore & Co.'s Gainesville headquarters at 5931 NW 1st Place (32607), James Moore Wealth Management Services, LLC (CRD #329033, led by Managing Member John Christopher VanDuzer, CRD #8342110, and Partner Erin Spiwak, CPA) coordinates portfolio rebalancing, capital gains harvesting, Roth conversions, and SECURE 2.0 Act RMDs directly alongside clients' annual CPA tax returns.
Can James Moore Wealth Management evaluate the IRC Section 213(d) tax deduction for Oak Hammock at UF or The Village at Gainesville?
Yes. Because the practice works hand-in-hand with James Moore & Co.'s Gainesville CPA tax specialists, advisors help seniors moving into Oak Hammock at the University of Florida or The Village at Gainesville time their IRA distributions or Roth conversions in the exact tax year they claim the IRC Section 213(d) prepaid medical expense deduction on CCRC entrance and monthly fees.
Does James Moore Wealth Management assist retiring UF faculty, UF Health physicians, and Santa Fe College staff?
Yes. The firm structures tax-smart rollover and withdrawal blueprints for State University System Optional Retirement Program (ORP) accounts, UF 403(b) and 457(b) plans, UF Health faculty practice plans, and Florida Retirement System (FRS) DROP lump sums while protecting against avoidable Medicare IRMAA premium surcharges.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.