Durkota Garfoli Moosa Wealth Management
Welcome
Welcome—we’re glad you’re here.
This isn’t just a place to talk about investments, trusts, or market trends. It’s a space to pause, think differently, and reconnect with what really matters. We believe that great financial decisions begin with a great state of mind. That’s why we integrate neuroscience-based coaching into every aspect of our advisory practice—to help you think better, decide better, and ultimately, live better.
Whether you’re navigating complexity, planning for the next chapter, or simply want more clarity around what your wealth can do, you’re in the right place. Let’s explore the possibilities—together.
More than Wealth Management - A Framework for Meaningful FInancial Decisions
We provide comprehensive financial strategies - all tailored to your unique priorities. But we feel what sets us apart is how we help you think about your wealth. Through a neuroscience-based approach, we guide you to clarify what truly matters, understand how your brain influences your decision-making, and build a plan that aligns your finanical strategies with your life's deeper purpose. We don't just manage wealth. We help you make decisions you'll be proud of.
ChFC®, CDFA®, CFP®, CLU®, CPFA®
CRPC™, SE-AWMA™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
