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My WealthMoves

Change your Financial Literacy, and make all the right Money Moves.

We Specialize In

Life Insurance
Health Insurance
Long Term Care
Retirement & Savings
Financial Education

There are two primary ways... 
I hope to assist with your financial future.

  1. By teaching you the basics of HOW MONEY WORKS. Encounter the realities and concepts for a financial foundation. We will elevate your financial knowledge in record time with our class that covers all of the core material from our book, "HOW MONEY WORKS - Stop being a Sucker". 
  2. By helping you reach your personal financial goals for yourself, your family, and your future. How much money will you need to live the way you do now when you're retired – or to provide for your family if you lost your income tomorrow? Confronting questions like these doesn't have to be scary. With knowledge, strategy, and action, we can work together to help you reach your goals and pursue a future of financial independence.

Let's Talk

Schedule a 10 minute discovery call to discuss your need.

Financial And Business Needs Of Entertainment Industry Professionals

Those in the entertainment industry, even those in the screen actors guild, come across unusual business challenges during their career. One such financial challenge is that income might not always be steady from year-to-year effecting ones need for security like, life insurance and savings. This can require special planning to enable the artist to meet their financial responsibilities. Our holistic financial planning approach addresses this challenge and allows each client to maintain their focus on what truly matters to them: their family, career and their incredible talents. 
Our Financial Advisors have worked with artists of all types – actors, directors, writers, producers, managers, agents, DJ’s and musicians to provide a transparent and prudent approach to managing your financial affairs. We act as a financial advisor to help generate and implement a plan that is custom tailored to you. We accomplish this by utilizing more than a century of combined experience in working with individuals in the entertainment industry.

You are invited to take a personal HowMoneyWorks Master Class with us. 

Consider it a crash course in financial literacy and your first step towards financial independence! 
We'll cover topics like:
■ Why financial literacy matters 
■ Maximizing the power of compound interest 
■ How the Rule of 72 clues you in on growing your money 
■ How to leave a legacy with the Million Dollar Baby strategy 

Get Answers

How will you protect your family financially and save for your future? Where do you start? Let’s find those answers together.

Create Your Strategy

The time to start building your future is now. Let’s get together to discover how to get to where you want to be.

Be a Part of Our Team

Once you have a smart financial strategy for your future, why not share it with others and build a rewarding business?

New Book Release!!

Your copy FREE!!... When you request a meeting for a FREE Financial Needs Analysis. 


Our new book, How Money Works: Stop Being a SuckerIt’s one of the top selling, most read self-improvement books of the past year for one reason. It's changing lives.  About the book and request a copy:  HERE

For your FREE Financial Needs Analysis appointment and a copy of the How Money Works book, complete the request form HERE.  **For New York and Florida residents.


Free Up Money Each Month In Your Budget
Money That Could Be Going Toward Your Financial Future Instead of Down The Drain. ​​

MyWealthmoves Podcast Hosted by William Broderick