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Start With a Confidential Conversation.

Tell us what you are looking for—and what you want to be different.

Whether you are ready to explore firms or still considering a change, the first conversation is about your priorities, your clients and your team.

You will speak directly with Jacqueline Moore. Initial conversations are treated with discretion.

Jacqueline Moore, CPA, CMA

Founder & Managing Director

Essence Group

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You can begin with a broad description. Please do not include client names, account information or confidential financial documents.

Share as much or as little as you'd like.

If discretion is a concern, consider using a personal email address rather than your firm email.

Essence Group

Strategic advisory for established wealth teams navigating their most consequential decisions.

© 2026 Essence Group. All rights reserved.

Important Disclosure

Essence Group provides strategic guidance to wealth management teams evaluating business, platform and transition alternatives.

Our analysis may include business economics, platform costs, ownership structures, enterprise value considerations and transition scenarios. This work is intended to support strategic decision-making and does not constitute legal, tax, investment, valuation or public accounting advice.

Where appropriate, clients should consult their own legal, tax, investment, valuation and other professional advisors regarding matters within those professionals' respective areas of expertise.

Essence Group may be compensated by a receiving firm or platform when a transition is completed. Compensation arrangements are disclosed as part of the engagement process.