Ted Moorhead

How I serve you

I carefully listen, learn and confirm my clients' financial objectives before creating a wealth plan tailored to their needs. I strive to establish a strong connection with clients to build trust, and believe in open communication.
My ideal clients are those who value sound advice and fact-based guidance on how to achieve their financial goals in a way that feels comfortable to them.

Forming a financial analysis based on thorough evaluations of facts, rather than simply following the current narrative on the economy and the market helps set me apart from other financial advisors. I am unafraid to take a different approach if it helps his clients reach their goals.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

• plan for retirement, including the creation of an income stream;
• fund an education for a loved one;
• prepare for a major purchase;
• protect their family or income; and
• create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Global Insight Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight Monthly

Let’s take the next step together

I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 408-947-3398, ted.moorhead@rbc.com, or fill out the form below to schedule a meeting. I look forward to hearing from you.