Chris Moore
Director of Private Wealth
- Advanced Estate Planning
- Leveraged Asset Transfer Solutions
- Executive Compensation Planning
- Financial Products Analysis & Design
- Business Succession Planning
- Tax Diversified Asset Growth Strategies
Capitas Financial
Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
Chris Moore
Director of Private Wealth
Biography
Chris is a trusted consultant to financial professionals serving high-net-worth and ultra-affluent families with complex, multi-generational planning needs. With a career built at the intersection of advanced insurance, estate strategy, and private wealth consulting, he partners with professionals to architect sophisticated solutions for their most discerning clients.
Holding an MBA from the Opus College of Business at the University of St. Thomas, Chris is known for his ability to distill highly complex strategies into clear, decisive action—addressing wealth transfer, risk mitigation, and legacy preservation at the highest level. His consultative approach, strategic insight, and command of advanced planning structures make him a valued resource for advisors navigating their most challenging client relationships.
Chris serves as Director of Private Wealth at Capitas Financial, supporting advisors across the Midwest and nationally with bespoke solutions designed for the ultra-affluent.
Outside the office, Chris values time with his family, follows his favorite teams, and remains actively engaged in the community he calls home.
Capitas Financial Midwest
Capitas Financial Midwest is a full-service marketing organization offering a comprehensive portfolio of carriers and planning expertise in life insurance, disability income, annuities, long-term care, and investment-related products. We partner with professional firms and practitioners dedicated to serving the evolving needs of their clients.
As a founding partner of Capitas Financial, Inc., Capitas Financial Midwest provides clients with the benefits of scale and influence that come from being part of a national organization. Our in-depth underwriting knowledge and advanced sales support equip our clients with a competitive edge in the marketplace.
We recognize the distinct demands of high-performing producers and are fully committed to supporting their success.
