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Twin brothers, inspired by our single mother’s success in preserving our childhood home with a trusted advisor, now dedicated to helping families solve financial problems and accomplish their wildest dreams.
Parker Moffett, MBA
In a profession that values experience, Parker Moffett has a profound and unique perspective in the investment management industry, with a career at a multi-trillion-dollar asset manager dating back to 2006. He earned his degree in economics from the University of California San Diego with an emphasis in econometrics and completed his MBA at the prestigious Peter F. Drucker School of Management. He additionally studied at Cambridge University and Carnegie Mellon. He resides in Providence, Rhode Island with his wife, Erin, and their five children.
Tom Moffett
Tom Moffett has 19 years of experience in senior and executive level positions in the energy and clean renewable markets industry, both at Fortune 100 companies and other innovative renewable marketing and trading companies, including 7 years as a commodities trader working directly on the trade floor. He earned his degree in Management Science from the University of California San Diego. He also studied at the London School of Economics. He resides in Encinitas, California with his wife, Becky, and their three children.
The Olive Ridley difference.
Our mission isn’t just to create wealth. It’s to get you to that remarkable place which makes the purpose for your wealth inevitable.
Clean Wealth™
Our Clean Wealth™ strategy strives to provide long-term remarkable outcomes that fit you like a glove. Clean Wealth™ brings you through to the other side of your complex financial life by actively creating purposeful, powerful and pure strategies unique to you. You will know what you own, why you own it, how much you are actually paying while having an expert guide right by your side in your ever-changing landscape of life. If managing your wealth is a complex, confusing, joyless experience, then Clean Wealth™ is for you. It is designed to be holistic or work as a strategic addition to fill any gaps you may have with your current wealth strategy.
We believe
- We believe active advice is the antidote to complexity.
- We believe that personal values are the antidote to conformity.
- We believe that the definition of retirement has changed. At least 2/3rds of your entire life’s purpose can be achieved after your primary career.
- We believe material ESG (Environmental, Social, Governance) secular factors will offer superior investment outcomes over the next 10-20 years and should be considered for every client portfolio, personalized to their unique values.
- We believe in solving problems as simply as possible, but no simpler.
- We believe we are also a hospitality company who strives to provide a luxurious client service experienc