A Corporate CFO's Lens on Wealth Management Architecture
Independent. Rigorous. Built for enterprise leaders who demand more.
The Essence Group was founded on a single conviction: that the structural design of a wealth management practice is the most underleveraged driver of long-term enterprise value. Most advisory firms optimize for production. We optimize for architecture.
We bring a corporate CFO's operational discipline to an industry that has historically treated firm infrastructure as an afterthought. The result is a fundamentally different kind of advisory engagement — one that treats human capital, platform selection, and governance design as interconnected balance-sheet decisions.
Jacqueline Moore
Founder & Principal Advisor
"I don't consult from the outside. I step directly into your leadership circle as a trusted advisor and work through the architecture of your practice the way a CFO would — with rigor, independence, and a long view on enterprise value."
As a former corporate CFO, Jacqueline advises experienced wealth enterprise founders, elite teams, and RIA founders on how the structural design of their practice shapes both current economics and long-term enterprise value.
Her background spans corporate finance, executive leadership coaching, and wealth management infrastructure — a rare combination that allows her to operate as a genuine peer-level strategic advisor rather than a generalist consultant.
Jacqueline holds graduate-level credentials across financial accounting (CPA, CMA) and executive coaching (ICF CEC/ACC), giving her the technical depth to model platform economics and the leadership expertise to guide the human side of complex transitions.
The Essence Group works exclusively with high-capacity wealth professionals at critical inflection points.
01
Wirehouse Breakaway Teams
Advisors and teams managing $250M–$1B+ considering independence who need an independent structural audit before committing to a platform.
02
Established RIA Founders
RIA principals at $500M+ AUM navigating succession planning, equity structuring, or enterprise sale preparation.
03
Ensemble Firms at Inflection Points
Multi-advisor practices facing partner friction, governance gaps, or operational bottlenecks that are limiting growth and compressing margins.
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