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NEIL MOORE WEALTH PARTNERS

Welcome to the Rockefeller Global Family Office

At Neil Moore Wealth Partners, the foundation of our business is family and the relationships that we take meaningful time and effort to cultivate. Because it’s these relationships that allow us to craft highly tailored wealth management strategies for clients to maintain wealth today and grow it for future generations.

Our standards for our services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive throughout seven generations and counting. The trends they have weathered, the familial bonds they have bolstered, and the positive impact they have had on society are our benchmark.

Being a part of Rockefeller enables our team to provide our clients with access to compelling investment solutions, cutting edge technology and family office management.

NEIL MOORE WEALTH PARTNERS 

404-942-3085

3560 Lenox Rd NE
Suite 1100
Atlanta, GA 30326

“Our team is passionate about helping our clients navigate the complexities associated with family and wealth management. We take a personal and high touch approach in order to provide leading service.”

Neil Moore, CFP®, Managing Director, Private Wealth Advisor

Since our inception, we have developed a thorough understanding of the challenges families face throughout their financial planning journeys. Our goal is to connect with our clients on a personal level as this gives us an intimate perspective on their goals as a family; both near and long term.

NEIL MOORE,CFP®

Managing Director, Private Wealth Advisor
NMoore@rockco.com
404-942-3085

AJ SHILCOSKI

Vice President, Investment Associate
AShilcoski@rockco.com
404-942-3086

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropic advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.

Philanthropic advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Concierge Healthcare
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• A comprehensive, global services group for expert live and online auctions, art, jewelry, and other valuable collections.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

Our Ideas
Planning in a Challenging Market
Planning in a Challenging Market
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Fed will likely cap rates around 3.5%, says Rockefeller Capital Management's Greg Fleming
Gregory Fleming joins CNBC's "Squawk Box"
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NEIL MOORE, CFP®

NEIL MOORE, CFP®

Managing Director, Private Wealth Advisor 

 

Neil joined Rockefeller Capital Management in 2021. With more than 15 years of industry experience Neil has held roles at Stephens Private Client Group, Mass Mutual and Merrill Lynch, and Pierce, Fenner & Smith Inc. Throughout his career, Neil has focused on guiding clients through market opportunities, meeting client-tailored financial objectives, and navigating complex generational wealth scenarios.

Neil received a Bachelor of Business Administration in Finance from the University of West Georgia. He is also a Certified Financial PlannerTM (CFP®). The certification from the CFP® board includes insurance planning and risk management, employee benefits planning, investment planning, retirement planning, and estate planning. Additionally, he furthered his education by attending Stephens University, an advanced wealth management program offered through Wake Forest University.

Neil lives with his wife and their two children in Cumming, Georgia. Neil brings his passion about investment business to his personal life by serving on the finance committee of his church. He also enjoys hunting, golfing, and running.

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AJ SHILCOSKI

AJ SHILCOSKI

Vice President, Investment Associate 

 

AJ joined Rockefeller Capital Management in 2021. He began his career in the investment industry in 2011. AJ graduated from University of Georgia Terry College of Business in 2010 with a BBA in Finance. He lives in Atlanta with his wife Amy, and enjoys hiking, playing Golf, Georgia football, and live music.

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KATIE RYAN

KATIE RYAN

Vice President, Client Service Associate 

 

Katie is a Client Associate for the Moore Group at Rockefeller Capital Management. Her primary focus is to manage daily operations for the team.

Katie consistently provides personalized service to meet the needs of each individual client. Her dedication, attention to detail and problem-solving skills elevate the client experience.

Prior to joining Rockefeller, Katie worked in the reinsurance industry as a risk analyst and furthered her knowledge of risk assessment through brokering commercial insurance placements.

Katie earned her bachelor’s degree in Business Administration from the University of Georgia’s Terry College of Business with a concentration in Risk Management.

Currently, Katie resides in Buckhead with her husband Matt, two sons and two labradoodles. In her free time, you can find her out on a jog, playing tennis with her family or taking in the view at the lake. She is a loyal UGA Bulldogs fan and enjoys cheering on Atlanta United as well.

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CLAIRE RINEHART

CLAIRE RINEHART

Client Associate 

 

Claire Rinehart joined Rockefeller Capital Management in 2022. She graduated from Georgia College & State University in December 2021 with a B.S. in Economics and a minor in Finance. She is from Macon, GA, but currently lives in Atlanta. In her free time, she enjoys live music, travelling with friends, and reading.

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